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

Edward Jones | CFP ® (Certifications)

location

MARSHALL, VA

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Sarah Jane Atkins is a financial advisor with Edward Jones. Sarah has been in the financial services industry since July 19, 2005. Sarah is registered with the Financial Industry Regulatory Authority (FINRA) as a registered representative and is also a licensed investment advisor representative in the state of Virginia and Texas. Sarah holds the Series 63, 66, and 7 licenses, as well as the SIE. Sarah is a CERTIFIED FINANCIAL PLANNER™.

SPECIALIZATIONS

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

Park Avenue Securities LLC | CFP ®,CFC ® (Certifications)

location

RESTON, VA

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Sarah Cato is an Investment Advisor Representative with Park Avenue Securities LLC. Sarah has been in the financial industry since September 8, 2005. Sarah is registered in the following states: Connecticut, District of Columbia, Florida, Maryland, Massachusetts, New York, North Carolina, Pennsylvania, South Carolina, and Virginia. Sarah is a Certified Financial Planner and Chartered Financial Consultant. Sarah also offers long term care, health products, insurance products, and annuities. Sarah is a member of The ARC.

SPECIALIZATIONS

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

STAUNTON, VA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Sarah E. Coiner is a financial advisor registered with Edward Jones. Sarah has been in the securities industry since May 2022. Sarah is registered with the state of Virginia and holds the Series 7TO, Series 66 and SIE licenses. Sarah has experience in financial planning and portfolio management for individuals and businesses.

SPECIALIZATIONS

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

Heartwood Wealth Advisors, LLC

location

RICHMOND, VA

0 Disclosures

ADVISOR BIO

Sarah Harris is a financial advisor at Heartwood Wealth Advisors, LLC. She is registered to provide investment advisory services in Virginia. Sarah has been in the financial industry since 2001. Sarah has a Series 65 and Series 66 license. Sarah has previously worked at SunTrust Investment Services, Inc. and SBK Financial, Inc.

SPECIALIZATIONS

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

PFS Investments Inc.

location

RICHMOND, VA

experience

19 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Sarah Kimbrough is a financial advisor based in RICHMOND, VA, and has been in the industry since 2006. Sarah is currently registered with PFS Investments Inc., and has previously held positions with the same firm. Sarah has a strong background in investment products, having passed both the Series 6 and SIE exams. Sarah is licensed in both Mississippi and Tennessee and specializes in investment company products and variable contracts.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

Truist Advisory Services, Inc.

location

RICHMOND, VA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Sarah Ann Hollingsworth is an investment advisor representative at Truist Advisory Services, Inc. Sarah is a registered investment advisor in the state of Virginia and has been in the industry since 2011. Sarah has experience in financial planning and portfolio management for individuals and businesses. Sarah is also the owner of a rental property and manages the property through a property management company.

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

Wells Fargo Clearing Services, LLC

location

FALLS CHURCH, VA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Sarah Kathleen Orlando is a Registered Representative and Investment Advisor Representative with Wells Fargo Clearing Services, LLC. Sarah has been in the securities industry since July 5, 2018. Sarah is licensed to sell securities in 31 states and the District of Columbia. She holds the Series 7, Series 66, and SIE licenses. Sarah specializes in providing financial planning, pension consulting, and investment consulting services to institutional clients. Sarah also provides portfolio management services for businesses and individuals.

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

Ameriprise Financial Services, LLC | CFC ® (Certifications)

location

GLEN ALLEN, VA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Sarah Sau King MacK is a financial advisor with Ameriprise Financial Services, LLC. Sarah has been a financial advisor for over 15 years and has experience working with a variety of clients including individuals, families, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. Sarah holds a Series 6, 7, 63 and 65 license and is registered to provide investment advice in Alaska and Virginia. Sarah is also a Chartered Financial Consultant. Prior to joining Ameriprise Financial, Sarah worked at Wells Fargo Clearing Services, LLC and Merrill Lynch. Sarah is committed to providing her clients with personalized financial advice and strategies 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
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed

PFS Investments Inc.

location

STERLING, VA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Sarah Han is a registered representative with PFS Investments Inc. and has been in the industry since 2014. Sarah holds the Series 6 and Series 63 licenses and has been registered with the state of Virginia since 2021. Sarah is currently located at the PFS Investments Inc. branch office in Sterling, VA.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

AOG Wealth Management

location

RESTON, VA

0 Disclosures

ADVISOR BIO

Sarah Gosselin is an investment advisor representative registered with AOG Wealth Management. Sarah is a registered Investment Advisor in Virginia and North Carolina. Sarah has been in the industry since 2014 and has experience working with individuals, families, and businesses. Sarah is committed to providing personalized financial advice that helps clients achieve their financial goals. Sarah provides financial planning and portfolio management services. Sarah is committed to providing her clients with the highest level of service and expertise.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Portfolio Management for Investment Companies

Need help matching

with the right advisor?