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

Ameriprise Financial Services, LLC

location

FAIRFAX, VA

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Sharon Sue Meyer is an investment advisor representative who has been in the industry since October 3, 1993. Sharon is currently registered with Ameriprise Financial Services, LLC and has been with the firm since March 2020. Sharon has previously been registered with IDS Life Insurance Company. Sharon is a Series 63, 65, and 7 licensed professional, and also holds the SIE. She is registered in California, Delaware, Maryland, Minnesota, New York, North Carolina, Oregon, Pennsylvania, and 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

Ameriprise Financial Services, LLC

location

VIRGINIA BEACH, VA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Sharon Wolf Hishok is a financial advisor with Ameriprise Financial Services, LLC. Sharon has been in the industry since December 19, 2006. Sharon is registered with the state of Virginia as both a broker-dealer and an investment advisor. Ameriprise Financial Services, LLC is a large firm with assets under management of between $1 billion and $10 billion. The firm has a wide range of client types, including individuals, corporations, and charitable organizations. Ameriprise Financial Services, LLC offers a variety of advisory services, including financial planning, portfolio management, 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
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed

Cetera Investment Advisers LLC

location

GLEN ALLEN, VA

experience

15 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Sharron Ross is an investment advisor representative at Cetera Investment Advisers LLC. Sharron is licensed in multiple states, including Virginia, Louisiana, Maryland, North Carolina and South Carolina. Sharron is also registered as an investment advisor representative. Sharron has over a decade of experience in the financial services industry, and specializes in financial planning, pension consulting and portfolio management for individuals and businesses. Sharron has a strong track record of helping clients reach their financial goals. In the past, Sharron was registered with Foresters Financial Services, Inc. in Glen Allen, Virginia.

SPECIALIZATIONS

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

Edelman Financial Engines | CFP ®,CFC ® (Certifications)

location

Arlington, VA

0 Disclosures

ADVISOR BIO

Shateela Monique Winters is a financial advisor with Edelman Financial Engines. Shateela has been in the financial services industry for over 15 years. She is registered as an Investment Advisor Representative in Virginia. Shateela is committed to providing her clients with comprehensive financial planning and investment management services. She holds both the Series 6 and Series 7 licenses, as well as the Series 63 and Series 65 licenses. Shateela is also a Certified Financial Planner (CFP) and a Chartered Financial Consultant (ChFC). Shateela is dedicated to helping her clients 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
Publication of Financial Periodicals
Unclaimed

Truist Advisory Services, Inc.

location

NORTH CHESTERFIELD, VA

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Shaun Philip Sims is an investment advisor representative with Truist Advisory Services, Inc., and has been in the industry since July 25, 1998. Shaun holds the Series 7, Series 26, Series 63, and Series 66 licenses. Shaun has been registered with Truist Advisory Services, Inc. since February 2021. Shaun has prior work experience at SunTrust Advisory Services, SunTrust Securities, Inc, First Citizens Investor Services, Inc., Edward Jones, and Ameritrade. Shaun specializes in portfolio management for individuals and businesses, financial planning, and selection of other advisors.

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

World Investment Advisors, LLC

location

Reston, VA

0 Disclosures

ADVISOR BIO

Shaunt Ozben is a financial advisor currently working at World Investment Advisors, LLC. Shaunt has been in the financial services industry for over 20 years, with experience at several prominent firms including Capitol Securities Management, UBS Paine Webber Inc., and Salomon Smith Barney Inc. Shaunt holds the Series 65 and Series 66 licenses as well as the SIE and Series 7. Shaunt specializes in providing financial advice to individuals, businesses, and institutions.

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
location

NORFOLK, VA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Shaviaea Williams is a financial advisor currently associated with LPL Financial LLC. Shaviaea works out of the Norfolk, VA branch office. Shaviaea Williams holds the Series 7TO and the SIE exams and is a registered representative with FINRA. Shaviaea Williams is licensed to provide financial services in multiple areas, including investment planning 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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

VIENNA, VA

experience

7 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Shavkat Safaev is a financial advisor who has been in the industry since 2018. Currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc., Safaev's experience includes previous roles with AXA Advisors, LLC and Bank of America, N.A. Safaev holds a Series 66 and Series 7 license, as well as the Securities Industry Essentials Exam. Safaev provides investment advice and portfolio management services for a variety of clients, including individuals, corporations, and charitable organizations.

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

Integrated Wealth Concepts LLC

location

Fairfax, VA

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Shawn Edwood Wilson is a financial advisor with Integrated Wealth Concepts LLC, based in Fairfax, VA. Shawn has been in the financial services industry since March 2005. Shawn is a Series 7 and Series 66 licensed professional and holds FINRA registrations. Shawn has been registered with Integrated Wealth Concepts LLC, Lincoln Financial Advisors Corporation, and Ameriprise Financial Services, Inc. In addition to their work with Integrated Wealth Concepts LLC, Shawn is also registered with Lincoln Financial Advisors Corporation and Ameriprise Financial Services, Inc.

SPECIALIZATIONS

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

Genuine Wealth Solutions | CFP ® (Certifications)

location

RICHMOND, VA

0 Disclosures

ADVISOR BIO

Shawn Perkins is an Investment Advisor Representative, registered with the state of Virginia, working at Genuine Wealth Solutions. Shawn has been in the financial services industry for more than six years. Shawn has professional designations that include Certified Financial Planner. Shawn holds Series 7 and Series 66 licenses, and is a registered Investment Advisor Representative (IAR). Shawn's experience includes working at UBS Financial Services, Inc. and Carilion Clinic. Shawn specializes in providing financial planning, portfolio management for individuals, and educational seminars.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Portfolio Management for Individuals

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