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

Davenport & Co. LLC

location

RICHMOND, VA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Sharon Jett is a registered investment advisor representative with Davenport & Co. LLC. Sharon has been in the securities industry since July 10, 2000. Sharon is licensed to provide investment advice in 30 states.

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
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Wells Fargo Clearing Services, LLC

location

NORFOLK, VA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Sharon Leilani Thompson is a registered representative with Wells Fargo Clearing Services, LLC in Norfolk, VA. Sharon has been in the financial industry since 2012 and is registered to provide investment advice in 12 states. Sharon has experience working with a range of clients, including individuals, families, businesses, and charitable organizations. Sharon specializes in investment consulting services, financial planning, and portfolio management.

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

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

26 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

LPL Financial LLC

location

RICHMOND, VA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Shawn R. White is an investment advisor representative with LPL Financial LLC. Shawn White has been in the financial industry since December 25, 2008. Shawn White holds Series 6, 7, 63, and 65 licenses. Shawn White has a current registration with LPL Financial LLC. Shawn White is registered in Virginia, Texas, Florida, Maryland, Pennsylvania, Connecticut, North Carolina, California, West Virginia, Ohio, and the Virgin Islands. Shawn White is also registered as an investment advisor in Texas and Virginia. Shawn White's previous employment experience includes SagePoint Financial, Inc.

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

Allegiance Financial Group | CFP ® (Certifications)

location

VIENNA, VA

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Shawn Williamson is a financial advisor with over 25 years of experience in the industry. Shawn is currently registered with Allegiance Financial Group, where they provide financial planning and investment management services to individuals, families, and businesses. Shawn is a Certified Financial Planner® professional and has experience working with a variety of clients, including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Prior to joining Allegiance Financial Group, Shawn worked at H. Beck, Inc., and Woodbury Financial Services, Inc. Shawn is dedicated to helping clients achieve their financial goals.

SPECIALIZATIONS

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

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