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

Osaic Wealth, Inc. | CFP ® (Certifications)

location

LEESBURG, VA

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Peter Chipouras is an investment advisor representative at Osaic Wealth, Inc. Peter has been in the financial services industry since 1994. Peter holds the Series 7, 63, and 65 securities licenses, and is a Certified Financial Planner. Peter is also registered as an investment advisor representative in several states, including Florida, Maryland, Texas, and Virginia. Peter’s primary practice is providing financial planning and portfolio management services to individuals, corporations, 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
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

VIENNA, VA

experience

38 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Peter Ambrose is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Peter has been in the industry since 1987 and has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2004. Peter is registered with the state of Virginia and the Financial Industry Regulatory Authority (FINRA) as a broker and investment advisor representative. Peter holds a Series 3, 7, 9, 10, 63, and 65 license and is also a FINRA Arbitrator.

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

Financial Advisors OF Virginia

location

Midlothian, VA

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Peter Brearley is a financial advisor who has been in the industry since 1994. Peter is currently registered with Financial Advisors of Virginia and is licensed to provide investment advice in Virginia. Peter also holds licenses to sell health, long term care, and life insurance. Peter has held previous roles with Securities America, Inc. and Securities Service Network, LLC. The firm, Financial Advisors of Virginia, manages approximately $47,986,225 in assets for clients. Peter primarily works with high-net-worth individuals and individuals other than high-net-worth. The firm's services include financial planning and portfolio management for individuals.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Ameriprise Financial Services, LLC

location

BLUEFIELD, VA

experience

34 Years Experience

0 Disclosures

ADVISOR BIO

Peter Randall Romano is a financial advisor with Ameriprise Financial Services, LLC and has been in the financial services industry for over 30 years. Peter has a wide range of experience in providing financial advice and has a strong commitment to helping clients achieve their financial goals. Peter holds the Series 63 and Series 65 licenses. Peter has been registered with Ameriprise Financial Services, LLC and its predecessors since 2005 and is registered with the state of Virginia since 1991. Peter is also a member of the Board of Directors at Romano and the Advisory Board for the School of Business at Bluefield State College.

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

Choreo, LLC | CFP ® (Certifications)

location

TYSONS CORNER, VA

0 Disclosures

ADVISOR BIO

Peter William Tomasch is a financial advisor with Choreo, LLC. Peter's professional experience includes roles with The Colony Group LLC and Cherry Bekaert Wealth Management LLC. Peter is a Certified Financial Planner. Peter has been registered as an Investment Advisor Representative with FINRA since January 26, 2023. Peter currently holds licenses in New York, Texas and Virginia.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ADVISORY SERVICES INCLUDING INVESTMENT REVIEW AND REPORTING OF NON-MANAGED ASSETS AND RETIREMENT PLAN SERVICES TO PLANS
Unclaimed

Davenport & Co. LLC

location

VIRGINIA BEACH, VA

experience

30 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Peter Lawrence Reuss is a registered investment advisor representative with Davenport & Co. LLC. Peter is a seasoned financial professional with over 27 years of experience in the industry. He is licensed in multiple states and holds several industry certifications. Peter previously worked with Truist Investment Services, Inc. and BB&T Securities, LLC. He is a dedicated advisor who focuses on providing personalized financial solutions to meet his clients' individual needs. Peter Lawrence Reuss's areas of expertise include portfolio management, financial planning, and 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
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Cetera Investment Advisers LLC | CFC ® (Certifications)

location

MIDLOTHIAN, VA

experience

40 Years Experience

0 Disclosures

ADVISOR BIO

Peter Henry is a financial advisor with Cetera Investment Advisers LLC, based in Midlothian, Virginia. Peter has been in the financial services industry since 1985 and holds a Series 6, 7, 8, 23, 63, and 65 license. Peter has experience providing financial advice to individuals, businesses, and retirement plans. Peter Henry has a special focus on providing financial planning, pension consulting, and portfolio management services. Peter Henry has over 30 years of experience in the industry, and 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

Wellington Consulting Services Inc. | CFP ® (Certifications)

location

CHANTILLY, VA

0 Disclosures

ADVISOR BIO

Peter Everington Jones has been a registered investment advisor since March 10, 1993. Peter is currently employed by Wellington Consulting Services Inc. and has previously worked for several other firms. Peter has been involved in the financial services industry since 1980, including working as an officer and manager for Everington Consulting, Inc. and Wellington Financial Group, Inc. Peter has a Series 7, Series 63, Series 24, and Series 4 license. Peter also holds the Certified Financial Planner designation. Wellington Consulting Services Inc. is a Registered Investment Advisor and has been in business since 1992. Wellington Consulting Services Inc. provides investment advice to individuals and businesses.

SPECIALIZATIONS

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

Davidson Investment Advisors, Inc.

location

Richmond, VA

0 Disclosures

ADVISOR BIO

Peyton Mills Studebaker is an Investment Advisor Representative for Davidson Investment Advisors, Inc.. Peyton has been a registered Investment Advisor Representative since 2003 and has a Series 65 license. Peyton has experience working with insurance companies, investment companies, charitable organizations, high net worth individuals, pooled investment vehicles, pension and profit sharing plans, corporations or other businesses, individuals other than high net worth, and state or municipal government entities.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Mason Investment Advisory Services Inc. | CFP ® (Certifications)

location

RESTON, VA

experience

35 Years Experience

0 Disclosures

ADVISOR BIO

Phil Broderick is a financial advisor with Mason Investment Advisory Services Inc. Phil has been in the industry since August 15, 1990. Phil has a wide range of experience in the financial industry, including providing financial planning, portfolio management, and selection of other advisors. Phil is registered in Connecticut, Florida, Illinois, Michigan, Texas, and Virginia.

SPECIALIZATIONS

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

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