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

Private Advisor Group, LLC

location

Reston, VA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Asif Kuchey is a financial advisor with over 3 years of experience in the industry. Asif is currently registered as an Investment Advisor Representative with Private Advisor Group, LLC. Prior to joining Private Advisor Group, Asif was a registered representative with Transamerica Capital, Inc. and J.P. Morgan Securities LLC. Asif is a Series 63, Series 65, Series 7TO and SIE licensed individual. Asif specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Asif's focus is on providing customized financial solutions to meet his clients' individual needs.

SPECIALIZATIONS

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

Capital Squared Financial LLC | CFA ® (Certifications)

location

ALEXANDRIA, VA

0 Disclosures

ADVISOR BIO

Asitha Sanjeeva De Silva is a financial advisor registered with the state of Virginia. Asitha is associated with Capital Squared Financial LLC, a financial advisor headquartered in Rockville, Maryland. Asitha has been in the financial services industry for over 20 years and holds the Series 65 license. Asitha is a Chartered Financial Analyst. Asitha specializes in financial planning and portfolio management for individuals.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Allegiance Financial Group | CFP ® (Certifications)

location

VIENNA, VA

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Assaf Meir Pinchas is a financial advisor with over 25 years of experience in the industry. Assaf is a Registered Representative of Allegiance Financial Group, LLC, a firm based in Vienna, VA. Assaf is also a Registered Investment Advisor. Assaf has earned the Certified Financial Planner designation. Assaf has a focus on providing financial planning and wealth management services to individuals and families. Assaf is also registered to provide investment advisory services to charitable organizations, pension and profit-sharing plans, and corporations or other businesses.

SPECIALIZATIONS

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

Cary Street Partners

location

FREDERICKSBURG, VA

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Astrid Blazek is a financial professional with over 18 years of experience in the industry. Astrid is currently registered with Cary Street Partners as a registered representative. Previously, Astrid was employed with Wachovia Securities, LLC in Fredericksburg, VA from January 2005 to June 2007. Astrid holds a Series 63, Series 65, and Series 7 license.

SPECIALIZATIONS

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

McLean Asset Management Corp. | CFP ® (Certifications)

location

TYSONS, VA

0 Disclosures

ADVISOR BIO

Athena Chang is a Certified Financial Planner with over 20 years of experience in the financial services industry. Athena currently works with McLean Asset Management Corp. and is registered to provide investment advisory services in Texas and Virginia. Athena has a Series 65 license and has been registered with the SEC since January 2009. Athena specializes in financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars.

SPECIALIZATIONS

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

Azzad Asset Management, Inc.

location

FALLS CHURCH, VA

0 Disclosures

ADVISOR BIO

Atta Mohammad Khan is an Investment Advisor Representative with Azzad Asset Management, Inc.. Atta has been in the industry for several years, with previous experience at Robert Half Recruiters and Employment, George Washington University, DAWN.COM, DAWN MEDIA GROUP, SEEKINGALPHA.COM, NBP-FULLERTON ASSET MANAGEMENT LTD, Azzad Asset Management, Institute of Business Management (IoBM), and SeekingAlpha.com. Atta is registered with the state of Virginia. Atta specializes in providing financial planning, portfolio management for individuals, portfolio management for businesses, and portfolio management for investment companies.

SPECIALIZATIONS

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

Fidelity Personal AND Workplace Advisors

location

VIRGINIA BEACH, VA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Aubrey Billings is a Registered Representative and Investment Advisor Representative with Fidelity Personal and Workplace Advisors. Aubrey has been in the industry since 2018 and has a Series 66, Series 7, Series 9, Series 10 and SIE license. Prior to joining Fidelity Personal and Workplace Advisors, Aubrey was an Investment Advisor Representative with Ameriprise Financial Services, LLC. Aubrey Billings specializes in helping individuals, businesses, and charitable organizations with their financial planning and portfolio management needs.

SPECIALIZATIONS

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

Osaic Wealth, Inc.

location

MCLEAN, VA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Aubrianna Green is a financial professional with Osaic Wealth, Inc. located in McLean, Virginia. Aubrianna specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Aubrianna Green is a registered representative with FINRA and holds Series 7TO 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
Unclaimed

Oppenheimer & Co. Inc. | CFP ® (Certifications)

location

VIRGINIA BEACH, VA

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Audre Robertson is an investment advisor with over 23 years of experience in the financial services industry. Audre is registered with Oppenheimer & Co. Inc. in VIRGINIA BEACH, VA. Audre has been a registered representative with Raymond James Financial Services, Inc. from July 1999 to August 2022. Audre is also a Certified Financial Planner and has passed the SIE, Series 7, and Series 66 exams.

SPECIALIZATIONS

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

LPL Financial LLC

location

HENRICO, VA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Audrey Shea Keune is a registered representative with LPL Financial LLC. Audrey has been in the financial services industry for over two years and is licensed to offer investment advice in Virginia. Audrey currently works from the LPL Financial branch office in Henrico, Virginia. Audrey specializes in providing financial planning and consulting services to individuals, businesses, 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
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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