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

Cassaday & Company, Inc. | CFP ® (Certifications)

location

MCLEAN, VA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Sean K. Gallahan is a financial advisor with Cassaday & Company, Inc., located in McLean, VA. Sean has been in the financial industry since 2009. Sean has earned the Certified Financial Planner designation and is also registered in 23 states. Sean specializes in providing financial planning, investment management, and insurance solutions to individuals, high-net-worth clients, and businesses. Sean is dedicated to helping clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Individuals
CREDIT AND CASH MANAGEMENT SOLUTIONS; INSURANCE SOLUTIONS
Unclaimed
location

Mclean, VA

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Sean Geiger is a financial advisor who has been working in the industry since 1994. Sean is registered with Morgan Stanley in Mclean, VA. Sean is also registered with a number of other states, including Texas, where Sean is a resident advisor. Sean has passed the Series 7, Series 31, and Series 63 exams. Prior to working at Morgan Stanley, Sean worked at Citigroup Global Markets Inc.

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

Raymond James & Associates, Inc.

location

Richmond, VA

experience

28 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

Morgan Stanley

location

Mclean, VA

experience

27 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

Stifel, Nicolaus & Company, Inc.

location

CHARLOTTESVILLE, VA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Sean Michael Van etten is a registered representative with Stifel, Nicolaus & Company, Inc., with offices in CHARLOTTESVILLE, VA. Sean has been in the industry since 2023 and is currently registered in Virginia and North Carolina. Sean has passed the General Securities Representative Examination, Securities Industry Essentials Examination, and the Uniform Combined State Law Examination. Sean specializes in Financial Planning, Portfolio Management, and Pension Consulting.

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 Pooled Investment Vehicles
Unclaimed

LPL Financial LLC

location

Richmond, VA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Sean Michael Tyll is a financial advisor with LPL Financial LLC. Sean Michael has over 10 years of experience in the financial industry. Sean Michael is currently registered with the Financial Industry Regulatory Authority (FINRA) and the state of Virginia. Sean Michael is also registered with the Securities and Exchange Commission (SEC). Sean Michael provides financial planning, portfolio management, and other advisory services to individuals, families, and businesses. Sean Michael has also worked for Wells Fargo Advisors, LLC and Wells Fargo Clearing Services, LLC.

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
Unclaimed

LPL Financial LLC

location

ROANOKE, VA

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Sean Scott Francisco is a financial advisor with LPL Financial LLC. Sean has been in the financial industry since April 1996 and is registered in 22 states and two federal agencies. Sean previously worked at WELLS FARGO ADVISORS, LLC and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Sean's areas of specialization include Financial Planning, Portfolio Management, and Retirement Planning.

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
Unclaimed

PFS Investments Inc.

location

MANASSAS, VA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Sean Coleman is a registered representative with PFS Investments Inc. and has been in the industry since December 15, 2014. Sean is licensed to sell securities in North Carolina and Virginia. Sean holds the Series 6, Series 63, and SIE licenses. Sean’s firm is a Registered Investment Advisor with offices in Duluth, Georgia.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

Rechter Wealth Management, LLC

location

CLIFTON, VA

0 Disclosures

ADVISOR BIO

Sean Palmer is a registered Investment Advisor Representative with Rechter Wealth Management, LLC in Clifton, Virginia. Sean has been in the industry for over 10 years and is licensed in Virginia. Sean specializes in Financial Planning and Portfolio Management for Individuals. Sean has a Series 65 license and has passed the Uniform Investment Adviser Law Examination. Sean also offers tax preparation services.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed
location

RESTON, VA

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Sean Kearns is a registered investment advisor representative with Morgan Stanley. Sean has been in the financial services industry since July 2011 and has experience working with high-net-worth individuals, corporations, charitable organizations, and investment clubs. Sean holds the Series 7 and Series 66 securities licenses, as well as the SIE exam.

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

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