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

Alexandria, VA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Anthony Natale is a financial advisor at Morgan Stanley. Anthony has been in the industry since September 2019, offering financial planning, asset allocation advice, and portfolio management services. Anthony holds Series 7TO, Series 66, and SIE licenses. Anthony has been registered with the state of Virginia since October 2019 and has been registered with the state of Texas since May 2020. Anthony is registered with FINRA and the state of Virginia to offer investment advisory services.

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

Edward Jones | CFP ® (Certifications)

location

FAIRFAX, VA

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Anthony Tenorio is a financial advisor registered with Edward Jones. He is based in Fairfax, VA and has been in the industry since 2004. Anthony specializes in providing financial advice to individuals, businesses, and retirement plans. He is also a Certified Financial Planner. Anthony is committed to helping clients achieve their financial goals.

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

ALEXANDRIA, VA

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Anthony Reynard Westerfield is a financial professional with over 20 years of experience in the industry. Anthony is currently registered with Wells Fargo Clearing Services, LLC and has previously worked at several other firms, including M&T Securities, Inc., Compass Brokerage, Inc., and Capital One Investments, LLC. Anthony's primary focus is on providing investment advisory and consulting services to a variety of clients, including individuals, families, businesses, and institutions. Anthony is committed to providing personalized advice and guidance that helps clients achieve their financial goals.

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

Edelman Financial Engines | CFP ®,CFC ® (Certifications)

location

FAIRFAX, VA

0 Disclosures

ADVISOR BIO

Anthony Nelson Badillo is a financial advisor with Edelman Financial Engines. Anthony has been working in the financial services industry for over 15 years. Anthony has experience with various financial products and services, including financial planning, portfolio management, and retirement planning. Anthony holds the Certified Financial Planner and Chartered Financial Consultant designations. Anthony has earned the Series 7, Series 63, Series 65, and Series 24 licenses.

SPECIALIZATIONS

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

LPL Financial LLC

location

TYSONS, VA

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Anthony Ghassan Raad is a financial advisor at LPL Financial LLC. Anthony has been working in the financial industry since March 2011. Anthony has worked with multiple other firms in the past including Cetera Advisors LLC, SunTrust Investment Services, Inc., and Capital One Investment Services LLC. Anthony is registered to provide investment advice in 8 states including Colorado, District of Columbia, Indiana, Maryland, Nevada, New York, Virginia.

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

RBC Capital Markets, LLC

location

Vienna, VA

experience

31 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Anthony Connor is an active investment advisor representative with RBC Capital Markets, LLC based in Vienna, Virginia. Anthony is a registered investment advisor in 43 states and has been working in the financial industry since 1994. Anthony has held previous positions with UBS Financial Services Inc., Morgan Stanley Smith Barney, Citigroup Global Markets Inc., Oppenheimer & Co. Inc., CIBC World Markets Corp., and Dean Witter Reynolds Inc. Anthony's specializations include portfolio management, financial planning, and employee benefit plans.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Northwest Financial Advisors LLC | CFP ®,CFC ® (Certifications)

location

HERNDON, VA

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Anthony Reese is a financial advisor with over 27 years of experience in the industry. Anthony is currently registered with Northwest Financial Advisors LLC, where Anthony has been working since August 2023. Anthony provides financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Anthony holds both Series 7 and Series 63 licenses as well as the Series 24 principal license. Anthony is also a Certified Financial Planner and a Chartered Financial Consultant. Anthony has previously worked with NYLIFE Securities LLC and Ameriprise Financial Services, Inc.

SPECIALIZATIONS

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

Osaic Wealth, Inc.

location

LEESBURG, VA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Anthony Hurt is a financial advisor with over 23 years of experience in the industry. Anthony currently works at Osaic Wealth, Inc., where he provides financial planning, portfolio management, and other advisory services to individuals, businesses, and charitable organizations. Anthony holds Series 6, 62, 63, and 65 securities licenses, as well as the SIE exam. Anthony has experience working with a variety of clients, including high-net-worth individuals, corporations, and pension plans.

SPECIALIZATIONS

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

Truist Advisory Services, Inc.

location

WILLIAMSBURG, VA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Antoinette Williams is an active investment advisor representative with Truist Advisory Services, Inc. Antoinette has been working in the financial services industry since 2008. Antoinette is registered with the state of Virginia and holds the Series 7, Series 66, and SIE licenses. Prior to joining Truist Advisory Services, Inc., Antoinette worked with BB&T SECURITIES, LLC, and Scott & Stringfellow, LLC.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE
Publication of Financial Periodicals
Unclaimed

Osaic Wealth, Inc.

location

VIENNA, VA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Anton Hammock is a financial advisor with over 20 years of experience in the industry. He is currently registered with Osaic Wealth, Inc. in Vienna, Virginia. Anton is dedicated to providing comprehensive financial planning services to individuals, families, and businesses. He specializes in portfolio management, retirement planning, and estate planning. Anton holds a Series 63, 66, and 7 licenses, as well as the SIE exam. He is also a registered investment advisor. Anton is committed to helping his clients 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

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