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Portfolio Management for Businesses Advisors in Virginia
9,679 Results
Unclaimed

Osaic Wealth, Inc.

location

MIDLOTHIAN, VA

experience

41 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Michael Shelton Jones is an investment advisor representative with Osaic Wealth, Inc. Michael is active in both Broker-Dealer and Investment Advisor capacities. Michael Jones has been in the securities industry since December 1984, and has worked at Securities America, Inc., FSC Securities Corporation, Investors Security Company, Inc., Jefferson Pilot Securities Corporation, First American National Securities, Inc. and Osaic Wealth, Inc. Michael Jones is registered in Colorado, Delaware, North Carolina, Ohio, South Carolina and Virginia for both Broker-Dealer and Investment Advisor. Michael Jones is also registered in Virginia for Investment Advisor. Michael Jones provides investment advisory services to clients that include financial planning, selection of investment platforms, and third-party money managers.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed
location

ROANOKE, VA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Michael Blanchard is a financial advisor registered with LPL Financial LLC. Michael has been in the financial services industry since January 26, 2012. Michael's office is located in Roanoke, VA and Michael is also registered in Missouri, Nevada, North Carolina, Ohio, Pennsylvania and Virginia. Michael has passed the General Securities Representative Examination (Series 7), the Uniform Combined State Law Examination (Series 66), and the Securities Industry Essentials Examination (SIE).

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Cerity Partners LLC

location

NORFOLK, VA

0 Disclosures

ADVISOR BIO

Michael Disharoon is a registered investment advisor representative with Cerity Partners LLC, a firm based in New York, NY. Michael is also registered with Cerity Partners Retirement Plan Advisors in Virginia. Michael has been in the industry since April 2008 and has specialized in providing financial planning, portfolio management for businesses and individuals, and pension consulting. Michael holds a Series 7 and Series 66 license and has been registered with the state of Virginia, Florida, Georgia, North Carolina and South Carolina.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
TAX SERVICES; BILL PAY
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Wells Fargo Clearing Services, LLC

location

RICHMOND, VA

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Michael Barck is an Investment Advisor Representative with Wells Fargo Clearing Services, LLC. Michael has been in the financial industry since 1995 and has experience with financial planning and portfolio management for individuals and businesses. Michael's experience includes working with insurance companies, investment companies, charitable organizations, high-net-worth individuals, corporations and other businesses, individuals other than high-net-worth individuals, and state or municipal government entities. Michael has also served as a trustee for his mother since 2015.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

B. Water Investments

location

VIRGINIA BEACH, VA

0 Disclosures

ADVISOR BIO

Michael Zitron is an investment advisor representative registered with B. Water Investments in Virginia Beach, VA. Michael Zitron has been in the industry since July 2016. Michael Zitron holds a Series 65 license and is registered with the state of Virginia. Michael Zitron's firm, B. Water Investments, manages approximately $1,832,622 in assets for 16 clients. Michael Zitron specializes in providing financial planning, portfolio management for individuals and businesses, and market timing services.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
OTHER SERVES AS A NOTE: MARKET TIMING SERVICES RELATE TO FINANCIAL CONSULTING AGREEMENT SERVICES FOR ITEM 5.H
Market Timing Services
Unclaimed
location

FREDERICKSBURG, VA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Michael Gaumond is a financial advisor with Edward Jones, a firm that manages over $10 billion in assets. Michael is registered with the state of Virginia and Texas. Michael is an experienced advisor who helps clients meet their financial goals through a variety of services, including financial planning and portfolio management.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

CW Advisors, LLC | CFP ® (Certifications)

location

Richmond, VA

0 Disclosures

ADVISOR BIO

Michael Joyce is a financial advisor with CW Advisors, LLC and has been in the industry since 1993. Michael is registered in both Pennsylvania and Virginia. Michael has experience working with corporations, high net worth individuals, and other investment advisors. Michael is also a Certified Financial Planner and has a Series 65 license. Michael provides a range of services including financial planning, portfolio management, and pension consulting. Michael also works with individuals and businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Wells Fargo Advisors Financial Network, LLC | CFP ® (Certifications)

location

CHARLOTTESVILLE, VA

experience

33 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Michael Kaminski is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Michael has been in the financial services industry since 1992 and has a wide range of experience in investment management, financial planning and retirement planning. Michael is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 7, 8, 9, 10, 31, 63 and 65 licenses. Michael is committed to providing his clients with personalized financial advice and strategies to help them achieve their financial goals. Michael is also the President of Gratitude Charlottesville, a non-profit organization that hosts events for local veterans.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed
location

Mclean, VA

experience

39 Years Experience

0 Disclosures

ADVISOR BIO

Michael Robinson is a financial advisor with Morgan Stanley. Michael has over 30 years of experience in the financial services industry. Michael is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 3, 7, 9, 10, 63, and 65 licenses. Michael is also registered as an Investment Advisor Representative (IAR) in several states. Michael provides a range of financial services to individuals and businesses, including investment advice, financial planning, and portfolio management. Michael has a strong commitment to providing personalized service to his clients.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Wells Fargo Clearing Services, LLC

location

VIRGINIA BEACH, VA

experience

11 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Michael Grant Chapman is a financial advisor with Wells Fargo Clearing Services, LLC. Michael has been in the financial industry since 2014 and is registered with the state of Virginia. Michael is a licensed representative with the state of Texas and Virginia. Michael is also a licensed representative with the state of Texas and Virginia for investment advisory services. In addition, Michael is a registered representative with the state of Alabama, Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Illinois, Indiana, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Mississippi, Missouri, Nebraska, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington, and West Virginia for investment advisory services. Michael has experience in a wide range of investment products, including stocks, bonds, mutual funds, and exchange-traded funds. Michael is also experienced in providing financial planning services, including retirement planning, college savings, and estate planning. Michael's commitment to providing clients with exceptional service and personalized financial guidance is evident in their long tenure in the industry and impressive track record.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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