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

PFS Investments Inc.

location

CHESAPEAKE, VA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Sean Walden is a financial professional with over 10 years of experience in the financial services industry. Sean is currently registered with PFS Investments Inc. and has a Series 6 and Series 63 license. Sean is also a holder of the SIE exam. Sean is currently registered in seven states, including Virginia, Delaware, Maryland, Pennsylvania, North Carolina, South Carolina, and Texas. Sean specializes in providing financial advice to individuals.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

Bankers Life Advisory Services, Inc.

location

CHESAPEAKE, VA

experience

6 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Sean Irvin is a financial advisor with over 6 years of experience in the industry. Sean is currently registered with Bankers Life Advisory Services, Inc. and is licensed to provide investment advice in both Virginia and North Carolina. Sean has a strong track record of helping clients reach their financial goals. Sean is passionate about helping individuals and families plan for their financial future. Sean has a strong focus on financial planning, portfolio management, and educational seminars. Sean is committed to providing personalized advice and service to each of his clients.

SPECIALIZATIONS

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

Steward Partners Investment Advisory, LLC

location

NORFOLK, VA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Sean P Hingley is a financial advisor who has been in the industry since February 5, 2008. Sean is currently registered with Steward Partners Investment Advisory, LLC and is licensed to sell securities in 23 states. Sean has previously worked with Davenport & Company LLC and Wells Fargo Clearing Services, LLC. Sean specializes in providing financial planning services to individuals, high-net-worth individuals, businesses, corporations, insurance companies, charitable organizations, and pension and profit-sharing plans.

SPECIALIZATIONS

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

Edward Jones | CFP ® (Certifications)

location

MIDLOTHIAN, VA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Sean Danowski is a financial advisor with Edward Jones. Sean has been in the financial services industry for 5 years. He is licensed to sell securities in Texas, Virginia, and other states. He holds the Series 7TO, Series 66, and SIE licenses, and is a Certified Financial Planner. Sean works primarily with individuals, high-net-worth individuals, corporations, and businesses to provide a wide range of financial services, including financial planning and portfolio management. Sean has previous experience working at Genworth Financial and American Capital Mortgage Investment Corp.

SPECIALIZATIONS

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

Edward Jones | CFP ® (Certifications)

location

CHESAPEAKE, VA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Sean Douglas Jones is a financial advisor with Edward Jones. Sean has been in the financial services industry since October 18, 2018 and is registered with the state of Virginia. Sean is also a Certified Financial Planner. Sean has over 20 years of experience in the financial services industry.

SPECIALIZATIONS

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

Morgan Stanley

location

Mclean, VA

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Sean William Hosty is a financial advisor currently registered with Morgan Stanley. Sean has been in the financial industry since September 23, 1998. Sean has a variety of experience working with both Citigroup Global Markets Inc. and Legg Mason Wood Walker, Incorporated. Sean holds licenses for both securities and investment advisory services. Sean William Hosty is currently registered in 29 states and holds Series 7, 31, 66 and SIE licenses. Sean is also registered as an investment advisor in Florida, Texas and Virginia.

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

Truist Advisory Services, Inc.

location

MIDLOTHIAN, VA

experience

17 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Sean Setina has been in the financial services industry since May 2008. Sean is a registered representative with Truist Advisory Services, Inc. Sean is based in Midlothian, Virginia and offers services such as financial planning, portfolio management for individuals and businesses, selection of other advisers and publication of periodicals.

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

SGL Financial, LLC

location

Fredricksburg, VA

0 Disclosures

ADVISOR BIO

Sean Joseph Schickel is a registered Investment Advisor Representative with SGL Financial, LLC. Sean is registered with the state of Virginia and has been in the financial services industry since 2015. Sean holds the Series 65 license. Sean has prior experience as an insurance agent and may offer insurance products to clients. SGL Financial, LLC provides financial planning, educational seminars, portfolio management for individuals, and the selection of other advisors.

SPECIALIZATIONS

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

Raymond James & Associates, Inc.

location

Richmond, VA

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Sean Erik Ekiert is a financial advisor with Raymond James & Associates, Inc. Sean has been in the financial industry since 1997. He is registered with the state of Virginia. Sean has a broad range of experience and holds licenses in various investment areas. He has previously worked at BB&T SECURITIES, LLC, Scott & Stringfellow, LLC and Davenport & Company LLC. He is also active in the community and serves on the Chesterfield County Public Schools Citizen Budget Advisory Committee.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed

Campbell Deegan Financial

location

Richmond, VA

0 Disclosures

ADVISOR BIO

Sean Campbell is an Investment Advisor Representative with Campbell Deegan Financial. Sean has been in the industry since 1998 and has held previous positions at PURSHE KAPLAN STERLING INVESTMENTS and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Sean is registered with the state of Virginia and has passed the Series 66, Series 7 and SIE exams. Sean is a Managing Partner of Campbell Deegan Financial and is responsible for managing the RIA business. Campbell Deegan Financial is a Registered Investment Advisor with offices in Richmond, VA. The firm provides financial planning, portfolio management and credit and cash management solutions to individuals, families, businesses and institutions.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Businesses
Portfolio Management for Individuals
CREDIT AND CASH MANAGEMENT SOLUTIONS

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