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

Ameriprise Financial Services, LLC

location

MIDLOTHIAN, VA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Samantha Collier Wooton is a financial advisor associated with Ameriprise Financial Services, LLC. Samantha has been in the industry for over 8 years. Samantha has a Series 66 license and passed the Series 7 exam. Samantha is registered with both FINRA and the state of Virginia. Samantha is also registered in 18 other states. Samantha offers financial planning, portfolio management for individuals and businesses, and asset allocation services. Samantha works with clients of all types including individuals, trusts, charitable organizations, insurance companies, pension and profit-sharing plans, corporations, and state or municipal government entities. Samantha's office is located in Midlothian, Virginia.

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

J.p. Morgan Securities LLC

location

Purcellville, VA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Samantha Marmol is a financial professional who is registered with the state of Virginia as well as Maryland and the District of Columbia. Samantha Marmol holds the Series 63, Series 6TO, and SIE licenses. Samantha Marmol is associated with J.P. Morgan Securities LLC. Samantha Marmol is located in Purcellville, VA and provides financial services at the Purcellville, VA branch of J.P. Morgan Securities LLC.

SPECIALIZATIONS

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

Truist Advisory Services, Inc.

location

RICHMOND, VA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Samantha Jo Pardee is a registered representative with Truist Advisory Services, Inc. with over 7 years of experience in the securities industry. Samantha is also an Investment Advisor Representative for Truist Advisory Services, Inc., which was her most recent firm prior to joining Truist Advisory Services, Inc. in February 2021. Samantha was formerly registered with BB&T SECURITIES, LLC and BB&T INVESTMENT SERVICES, INC. Samantha is licensed in 11 states, including Florida, Kentucky, Maryland, Mississippi, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, and Virginia.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE
Publication of Financial Periodicals
Unclaimed

Fidelity Personal AND Workplace Advisors

location

GLEN ALLEN, VA

experience

6 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Samantha Adkins is a financial advisor with Fidelity Personal And Workplace Advisors. Samantha has been in the industry since April 4, 2019 and is registered with the states of Texas and Virginia. Samantha has earned the Series 7, Series 66 and SIE licenses and has also been registered with Morgan Stanley previously. Samantha specializes in providing financial planning, educational seminars, and portfolio management services to individuals, businesses, and charitable organizations. Samantha also provides selection of other advisors services.

SPECIALIZATIONS

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

Brockenbrough | CFP ® (Certifications)

location

RICHMOND, VA

0 Disclosures

ADVISOR BIO

Samantha Bissland-Moore Link is an Investment Advisor Representative at Brockenbrough in Richmond, VA. Samantha has been in the industry since 2014 and has experience at multiple firms. Her previous employers include BB&T Securities, LLC, TD Ameritrade, Inc., and Wells Fargo Advisors, LLC. Samantha holds the Series 7, Series 66, and SIE licenses. Samantha specializes in providing financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Samantha also specializes in providing selection of other advisers and portfolio management for businesses. Samantha has a Certified Financial Planner designation.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

RESTON, VA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Samantha Cafferty is a registered investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Samantha has been in the industry since June 15, 2014. Samantha has a Series 66, Series 7, and SIE license and holds registrations in several states. Samantha provides portfolio management for individuals and businesses, performance measurement reports, allocation modeling, IPS, research reports and services, selection of other advisors, and educational seminars.

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

Cetera Investment Advisers LLC

location

VIENNA, VA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Samantha Louise Millick is an investment advisor representative at Cetera Investment Advisers LLC. Samantha has been in the industry for over a year and has a Series 66, Series 7TO, and SIE license. Samantha has experience working with clients of all types, including individuals, families, businesses, and retirement plans. Samantha is committed to providing her clients with personalized financial advice and guidance. Samantha's previous work experience includes roles at Vanguard Marketing Corporation and The Vanguard Group, Inc. Samantha is also a client service associate at Egan, Berger and Weiner LLC. Samantha's specialization is in financial planning, 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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

RICHMOND, VA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Samantha-lynn Miner is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. She is licensed to provide investment advice in Virginia and Texas. Samantha-lynn has been in the securities industry since 2021. Samantha-lynn has a Series 7, Series 66 and SIE license. Samantha-lynn Miner has worked for Merrill Lynch, Pierce, Fenner & Smith Inc. since 2021 and has previously worked for Bank of America Merrill Lynch, Christopher Newport University Office of Student Activities, Wilbanks Smith & Thomas Asset Management, LLC, Old Navy, and Christopher Newport University. Samantha-lynn Miner specializes in providing investment advice to individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans. She also provides portfolio management services, financial planning, and educational seminars.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

VIENNA, VA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Samer Skooti is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc., located in Vienna, VA. Samer has been in the securities industry since 2022 and has experience in both investment advisory and brokerage services. Samer holds Series 7, Series 63, Series 65, and SIE licenses. Samer is active in several states and has a strong track record of helping clients meet their financial goals.

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

PFS Investments Inc.

location

VIENNA, VA

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Samir Qureshi is a financial advisor at PFS Investments Inc. Samir has been in the industry since 2005 and has a Series 6, Series 26, Series 63 and SIE licenses. Samir's specialties include variable annuities and mutual funds. Samir is registered to provide financial advice in 17 states.

SPECIALIZATIONS

Portfolio Management for Individuals

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