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

Bahl & Gaynor Inc.

location

Arlington, VA

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Neal Young Lee is a financial advisor with Bahl & Gaynor Inc. Neal has been in the financial services industry since 2003. Neal has a Series 7, Series 6, Series 63, Series 65 and SIE license. Neal is registered to provide investment advice in the District of Columbia, Maryland, North Carolina, and Virginia. Neal has previous experience with Advisors Asset Management, Inc., Legg Mason Investor Services, LLC, Citigroup Global Markets Inc. and T. Rowe Price Investment Services, Inc.. Neal is also a registered representative with Quasar Distributors, LLC which is not affiliated with Bahl & Gaynor, Inc., or its affiliates.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Publication of Financial Periodicals
Unclaimed

UBS Financial Services Inc.

location

NORFOLK, VA

experience

12 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Neal Robert Smith is a financial advisor with over 11 years of experience in the industry. Neal is currently registered with UBS Financial Services Inc. in Virginia and Texas, and holds Series 66, Series 7, and SIE licenses. Neal has a broad range of experience in providing financial advice to a variety of clients, including individuals, businesses, and institutions.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Security Ratings
Publication of Financial Periodicals
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

VIENNA, VA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Nedra Overall Agnew is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. in Vienna, Virginia. Nedra has been in the financial services industry since 2002 and has been with Merrill Lynch for over 10 years. Nedra is a registered representative in Virginia and Texas and holds Series 7, 66 and SIE licenses. She has a strong record of success in helping clients achieve their financial goals. Nedra specializes in portfolio management for individuals and businesses, as well as pension consulting. She also provides financial planning and educational seminars to her clients.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D
Unclaimed

October Effect Ltd.

location

Virginia Beach, VA

0 Disclosures

ADVISOR BIO

Neely Elstrodt is a financial advisor at October Effect Ltd., a firm that provides financial planning, portfolio management for individuals, and pension consulting services. Neely has been in the industry since January 2007 and holds Series 66, Series 7, and SIE licenses. Neely Elstrodt has experience working with both individual and institutional clients and has a track record of providing sound financial advice.

SPECIALIZATIONS

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

Cambridge Investment Research Advisors, Inc. | CFP ®,CFC ® (Certifications)

location

VIRGINIA BEACH, VA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Neeraj Agarwal is a financial advisor with Cambridge Investment Research Advisors, Inc. Neeraj has been in the financial services industry since 2008. Neeraj holds the Series 6, Series 7, Series 63, and Series 65 licenses. Neeraj is also a Certified Financial Planner and a Chartered Financial Consultant. Neeraj has worked for several firms including Lincoln Financial Securities Corporation and Hornor, Townsend & Kent, Inc. Neeraj is registered in Florida, Minnesota, New York, Ohio, Texas, Virginia, and the Virgin Islands. Neeraj specializes in financial planning, portfolio management, and retirement planning.

SPECIALIZATIONS

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

Northwest Financial Advisors LLC

location

HERNDON, VA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Neetu Kohli is an investment advisor representative with Northwest Financial Advisors LLC, a firm based in Herndon, Virginia. Neetu has been working in the financial services industry since 2008 and holds a Series 6, 7, 10, 24, 63, and 65 licenses. Neetu has experience working with clients of all types, including individuals, high-net-worth individuals, corporations, and charitable organizations. Neetu provides a range of financial services, including financial planning, portfolio management, and investment advisory services. Neetu is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

Sterling, VA

experience

3 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Neftali Ernesto Saca argueta is a registered representative with J.p. Morgan Securities LLC and has been in the industry since March 21, 2022. Neftali Ernesto is currently registered in District of Columbia, Maryland, and Virginia. Neftali Ernesto holds the Series 6TO, SIE, and Series 63 licenses. Neftali Ernesto Saca argueta specializes in investment company and variable contracts, options, mutual funds, and retirement planning.

SPECIALIZATIONS

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

FALLS CHURCH, VA

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Nehalkumar Rohitkumar Thaker is a financial advisor with Edward Jones. Nehalkumar Thaker has been in the industry since September 4, 1996. Nehalkumar Thaker is registered in Virginia and Texas. Previously, Nehalkumar Thaker was a financial advisor with VOYA FINANCIAL ADVISORS, INC., VALIC FINANCIAL ADVISORS, INC., ING FINANCIAL ADVISERS, LLC, CITICORP INVESTMENT SERVICES, CIGNA FINANCIAL SERVICES, INC., and AETNA INVESTMENT SERVICES, INC..

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

MCLEAN, VA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Neiesha Ivy Samuel is a financial advisor with Wells Fargo Clearing Services, LLC. Neiesha has been in the industry since 2009 and has a wide range of experience in providing financial advice to individuals, businesses, and institutions. Neiesha holds Series 6, 7, 63, and 65 licenses. Neiesha is registered to provide investment advisory services in 53 states and the District of Columbia. Neiesha's current employment is with Wells Fargo Clearing Services, LLC. Previously, Neiesha worked for Wachovia Bank, N.A. and Wells Fargo Advisors LLC.

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

Osaic Wealth, Inc.

location

VIENNA, VA

experience

37 Years Experience

0 Disclosures

ADVISOR BIO

Neil Raymond Corey is a financial advisor who has been in the industry since 1988. Neil currently works at Osaic Wealth, Inc. in Vienna, VA. Previously, Neil worked at Signator Investors, Inc. in Vienna, VA and John Hancock Mutual Life Insurance Company in Boston, MA.

SPECIALIZATIONS

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

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