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

Alpha Financial Advisors, LLC

location

MCLEAN, VA

0 Disclosures

ADVISOR BIO

Nirvan Khaksarfard is an investment advisor representative with Alpha Financial Advisors, LLC, located in McLean, VA. Nirvan has been in the industry since February 2022 and specializes in providing financial planning and portfolio management services to individuals. Nirvan has a Series 65 license and is registered with the state of Virginia.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

J.p. Morgan Securities LLC

location

Bristow, VA

experience

6 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Nizar Dhaouadi is a financial advisor registered with J.P. Morgan Securities LLC. Nizar has been in the industry since December 2019, and is licensed in Virginia, Maryland, and the District of Columbia. Nizar specializes in a wide range of financial products and services, including investment company products, variable contracts, securities, and financial planning.

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

ROANOKE, VA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Noah Chapman Elias is a financial advisor with Wells Fargo Clearing Services, LLC. Noah Chapman Elias is registered to offer investment advisory services in Virginia and Texas. Noah Chapman Elias has been working in the financial services industry since October 30, 2014. Noah Chapman Elias is registered to offer securities and investment advisory services in 34 states. Noah Chapman Elias has passed the Series 63, Series 65, SIE, Series 7TO, and Series 6 exams.

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

Cary Street Partners | CFP ® (Certifications)

location

Fredericksburg, VA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Noah Snead is a financial advisor at Cary Street Partners. Noah has been working in the financial industry since January 30, 2022. Noah has a Series 7TO, Series 66, and SIE licenses, and is a Certified Financial Planner. Noah specializes in financial planning and investment management for individuals, businesses, and pension plans. Noah's firm is Cary Street Partners, a large firm with offices in Virginia and North Carolina. Cary Street Partners serves a variety of clients, including high-net-worth individuals, corporations, and pension plans. The firm offers a range of financial services, including financial planning, investment 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
Unclaimed

Fidelity Personal AND Workplace Advisors

location

ASHBURN, VA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Noah Trone is a registered representative with Fidelity Personal And Workplace Advisors. Noah has been in the financial industry for over 10 years. Noah is licensed in multiple states and holds several licenses and certifications, including Series 7, 63, 66, and 9. Noah specializes in portfolio management for individuals and businesses, financial planning, and educational seminars.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

MIDLOTHIAN, VA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Noah Connor Harvey is a financial professional registered with Wells Fargo Clearing Services, LLC. Noah holds the Series 63, Series 6TO, and SIE licenses. Noah's specializations include Investment Advisory Services, Securities Brokerage, Registered Representative, and Investment Company Products. Noah has been in the financial industry since 2023.

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

MML Investors Services, LLC

location

Glen Allen, VA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Noah Fletcher is a registered representative with MML Investors Services, LLC, a broker-dealer headquartered in Springfield, Massachusetts. Noah's experience in the financial industry began in 2020 when Noah joined Valic Financial Advisors, Inc. in North Chesterfield, Virginia. Noah has a Series 66 license, as well as Series 7 and SIE licenses. Noah is registered with the state of Virginia, as well as Florida, Maryland, North Carolina and South Carolina. Noah has also been a football coach since 2024, currently coaching the varsity level at Goochland High School.

SPECIALIZATIONS

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

Edward Jones | CFP ® (Certifications)

location

STAFFORD, VA

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Noah Anthony Lester is a financial advisor with Edward Jones. He is a Certified Financial Planner™ professional with over 17 years of experience in the financial services industry. Noah has a wide range of experience, specializing in investment planning, retirement planning, education planning, insurance and estate planning. Noah currently provides financial services in Stafford, Virginia. He is licensed to practice in 26 states.

SPECIALIZATIONS

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

TD Private Client Wealth LLC

location

VIENNA, VA

0 Disclosures

ADVISOR BIO

Noah Pak is an investment advisor representative with TD Private Client Wealth LLC. Noah has been in the industry since January 2015 and holds the Series 65 license. Noah is currently registered with the states of District of Columbia, Florida, Maryland and Virginia. Noah specializes in providing financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, portfolio management for businesses and portfolio management for individuals.

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

Morgan Stanley

location

Newport News, VA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Noah White is a registered representative with Morgan Stanley, where Noah is active in both broker-dealer and investment advisory roles. Noah has been in the industry for over a year and is registered in 53 states. Prior to joining Morgan Stanley, Noah was employed by MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Noah holds FINRA Series 7TO, Series 9, Series 10, and Series 66 licenses. Noah is a Registered Representative of Morgan Stanley, and Investment Advisor Representative of Morgan Stanley Smith Barney LLC. The firm's main office is located in Purchase, NY.

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

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