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

Madison Avenue Securities, LLC

location

Alexandria, VA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Patricia Piggott is an investment advisor representative with Madison Avenue Securities, LLC. Patricia has been in the industry for a number of years, and has a strong background in financial planning and portfolio management. Patricia holds the Series 7TO and SIE exams and is registered with FINRA.

SPECIALIZATIONS

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

THE Strategic Financial Alliance, Inc.

location

FAIRFAX, VA

experience

36 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Patricia Koehn is a financial advisor with over 30 years of experience in the industry. She currently works at The Strategic Financial Alliance, Inc., a firm with over 70 registered representatives and a focus on providing financial planning, portfolio management, and educational seminars to individuals and businesses. Patricia has worked with a wide range of clients, including high-net-worth individuals and corporations, helping them achieve their financial goals. Patricia is licensed to provide advisory services in Georgia and Texas. She is also registered with FINRA and the SEC. Prior to joining The Strategic Financial Alliance, Inc., Patricia worked at IFG Network Securities, Inc. and Princor Financial Services Corporation.

SPECIALIZATIONS

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

Morgan Stanley | CFP ® (Certifications)

location

Alexandria, VA

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Patricia Kennedy Penn is a financial advisor with over 29 years of experience in the financial services industry. Patricia Kennedy Penn is currently registered with Morgan Stanley in Alexandria, Virginia. Patricia Kennedy Penn has a Series 63, 65, and 7 licenses, as well as a Series 8 license and a Series 31. She is a Certified Financial Planner. She is also registered in 34 states. Patricia Kennedy Penn has previously worked at Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., Legg Mason Wood Walker, Incorporated, A. G. Edwards & Sons, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

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

CHARLOTTESVILLE, VA

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

Patricia Woodie is a financial advisor with Wells Fargo Clearing Services, LLC in Charlottesville, Virginia. Patricia has been in the financial industry since February 21, 1993 and is a registered representative with FINRA and is licensed in 28 states. Patricia previously worked at MORGAN STANLEY, CITIGROUP GLOBAL MARKETS INC. and MORGAN STANLEY DW INC. Patricia offers a variety of financial services to individuals and businesses, including portfolio management, financial planning, and investment consulting.

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

Midlothian, VA

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Patricia Brock has been working in the financial industry since June 21, 1998. Currently, Patricia is registered with Edward Jones and is based in Midlothian, VA. Patricia is also registered as an Investment Advisor Representative in Virginia.

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

25 Years Experience

0 Disclosures

ADVISOR BIO

Patricia Angela Chapple is a financial advisor currently associated with Wells Fargo Clearing Services, LLC. Patricia has been in the industry since March 15, 2000, and has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Patricia is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 7, 9, 10, 63 and 65 licenses. Patricia also has a Series 99TO license and holds the SIE exam.

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

Equity Services, Inc.

location

ROANOKE, VA

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Patricia Lucas is a financial advisor with over 20 years of experience in the industry. Patricia Lucas is currently registered with Equity Services, Inc. in Virginia. Patricia Lucas has worked with a variety of firms throughout her career, including MML Investors Services, LLC, MSI Financial Services, Inc., Metropolitan Life Insurance Company and Allstate Financial Services, LLC. Patricia Lucas is licensed to sell securities in 12 states including Alaska, Colorado, Florida, Georgia, Maryland, Missouri, New York, North Carolina, South Carolina, Virginia and West Virginia. Patricia Lucas offers a range of financial services, including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals. Patricia Lucas also holds a Series 6, 7, 63 and 65 licenses and a SIE designation.

SPECIALIZATIONS

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

Ameriprise Financial Services, LLC

location

Waynesboro, VA

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Patricia Koogler is a financial advisor registered with Ameriprise Financial Services, LLC, based in Waynesboro, Virginia. Patricia Koogler has been in the financial industry since 1994, and is licensed to provide investment advice in Virginia and Texas. Patricia Koogler is a Registered Representative of Ameriprise Financial Services, Inc. Patricia Koogler provides financial planning, pension consulting, and portfolio management for individuals and businesses. Patricia Koogler also offers educational seminars and publishes periodicals. Patricia Koogler is a Registered Representative of 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
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed

Raymond James Financial Services Advisors, Inc.

location

Richmond, VA

experience

37 Years Experience

0 Disclosures

ADVISOR BIO

Patricia Campbell is a financial advisor with over 30 years of experience in the industry. Patricia currently works for Raymond James Financial Services Advisors, Inc. in Richmond, Virginia. Patricia holds Series 63, Series 65, Series 7, and SIE licenses.

SPECIALIZATIONS

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

VIRGINIA BEACH, VA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Patricia Alfano Shepherd is a financial advisor registered with Osaic Wealth, Inc. in Virginia Beach, VA. Patricia has been in the financial industry since 2001 and has a Series 6, 7, 63 and 65 licenses. She offers investment advisory services for individuals, families, and businesses. Patricia has a diverse range of experience and has worked for several financial institutions in the past including The Lincoln National Life Insurance Company and MetLife Securities Inc.

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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