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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

5 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

Summit Financial, LLC

location

Leesburg, VA

0 Disclosures

ADVISOR BIO

Noah Alejandro Valdez is an investment advisor representative at Summit Financial, LLC. Noah has been in the industry for approximately 1 year and is registered to provide investment advice in Virginia and New Jersey. Noah is also registered as a general securities representative in Virginia. Noah has experience providing financial planning and portfolio management services to individuals, businesses, and pension plans. Previously Noah was a representative for Cambridge Investment Research, Inc.

SPECIALIZATIONS

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

Morgan Stanley

location

Newport News, VA

experience

2 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
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

Canal Capital Management, LLC

location

RICHMOND, VA

0 Disclosures

ADVISOR BIO

Noah Greenbaum is a registered investment advisor representative with Canal Capital Management, LLC located in Richmond, Virginia. Noah Greenbaum has been in the financial services industry since 2008 and has experience with Commonwealth Financial Network, First Investors Corporation, and PURSHE KAPLAN STERLING INVESTMENTS. Noah Greenbaum holds Series 6, 7, 63, and 65 licenses. Noah Greenbaum provides investment advisory services to individuals, high-net-worth individuals, charitable organizations, pooled investment vehicles, and pension and profit-sharing plans. Noah Greenbaum also provides other services such as general business consulting and tax services.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
GENERAL BUSINESS CONSULTING & TAX SERVICES
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Ameriprise Financial Services, LLC | CFP ® (Certifications)

location

Williamsburg, VA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Noah Scruggs is a financial advisor with Ameriprise Financial Services, LLC. Noah has been in the financial services industry since 2019. Noah is licensed in 17 states and holds Series 7, 9, 10, 66, and SIE licenses. Noah has been associated with Raymond James Financial Services, Inc. and Ameriprise Financial Services, LLC in the past. Noah is a Certified Financial Planner. Noah provides financial planning, asset allocation, and portfolio management services to individuals, high-net-worth individuals, trusts/estates, corporations/businesses, pension and profit-sharing plans, and charitable organizations.

SPECIALIZATIONS

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

LPL Financial LLC

location

MIDLOTHIAN, VA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Noah Louis Destefano is an active broker and investment advisor representative, registered with LPL Financial LLC in Virginia and Texas. Noah has been in the industry since May 2007, starting his career with SunTrust Investment Services, Inc. in Richmond, Virginia, and then with Ameriprise Financial Services, Inc. before joining LPL in 2013. Noah has passed a number of industry exams including Series 66, Series 53, Series 4, Series 24, Series 52TO, SIE, and Series 7. Noah specializes in retirement planning, insurance, investments, mutual funds, annuities, and variable life and variable annuities.

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

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

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