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

Osaic Wealth, Inc.

location

ROANOKE, VA

experience

42 Years Experience

0 Disclosures

ADVISOR BIO

Stephen Stilwell is an Investment Advisor Representative associated with Osaic Wealth, Inc. in Roanoke, VA. Stephen has been in the financial services industry since May 1983. Stephen is licensed to conduct securities business in Florida, Georgia, Massachusetts, New Hampshire, New York, North Carolina, Pennsylvania, South Carolina, Tennessee, and Virginia. Stephen is also registered as an Investment Advisor Representative in Massachusetts and Virginia. Stephen specializes in working with individuals, high-net-worth individuals, corporations or other businesses, pension and profit-sharing plans, and charitable organizations.

SPECIALIZATIONS

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

Osaic Wealth, Inc. | CFP ®,CFC ® (Certifications)

location

WILLIAMSBURG, VA

experience

43 Years Experience

0 Disclosures

ADVISOR BIO

Stephen Volk is a financial professional with over 40 years of experience in the industry. Stephen is registered with Osaic Wealth, Inc. and is licensed in Florida and Virginia. Stephen's previous experience includes working with firms such as MetLife Securities Inc., Metropolitan Life Insurance Company, The Advisors Group, Inc., Coordinated Capital, Ltd., and St. Paul Investors, Inc. Stephen has a strong background in investments and financial planning, and holds the designations of Certified Financial Planner and Chartered Financial Consultant. Stephen is dedicated to providing clients with personalized financial advice and solutions to help them reach 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
Unclaimed

Equitable Advisors, LLC

location

FALLS CHURCH, VA

experience

52 Years Experience

0 Disclosures

ADVISOR BIO

Stephen Rosenzweig is a financial professional with over 50 years of experience in the financial services industry. Stephen currently works for Equitable Advisors, LLC. Stephen is registered as an investment advisor in 11 states and as a broker-dealer in 27 states. Stephen's areas of expertise include financial planning, portfolio management for individuals and businesses, pension consulting, 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
Unclaimed

Raymond James & Associates, Inc.

location

RICHMOND, VA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Stephen Talbot Spraker is a financial advisor with Raymond James & Associates, Inc. with over 20 years of experience in the industry. Stephen is registered to provide investment advice in Virginia and Texas. Stephen is a highly skilled financial advisor who provides a range of services, including financial planning, portfolio management, and investment advice. Stephen has a strong commitment to helping 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
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed

Raymond James & Associates, Inc.

location

RICHMOND, VA

experience

33 Years Experience

0 Disclosures

ADVISOR BIO

Stephen Wilson is a financial advisor at Raymond James & Associates, Inc. with over 30 years of experience in the industry. Stephen is a Series 7 and Series 63 licensed advisor. Stephen has worked with a variety of clients, including individuals, corporations, and institutions. Stephen offers a wide range of financial services, including financial planning, portfolio management, and investment advisory services. Stephen is committed to providing personalized and comprehensive financial advice to help 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
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed

Clearstead; Hartland & CO., Llc; Clearstead Advisory Solutions | CFP ®,CFA ® (Certifications)

location

Norfolk, VA

0 Disclosures

ADVISOR BIO

Stephen James Bowery is an Investment Advisor Representative with Clearstead Advisory Solutions. Stephen has been in the financial services industry since 2001 and has a strong track record of helping clients achieve their financial goals. Stephen holds the Series 65 and is a Certified Financial Planner and Chartered Financial Analyst. Stephen has experience working with individuals, families, businesses, and institutions. Stephen is committed to providing his clients with personalized financial advice and investment management services. Stephen is a dedicated professional who is passionate about helping his clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING FOR 401(K), FOUNDATION & HEALTHCARE CLIENTS; INVESTMENT RESEARCH AND DUE DILIGENCE; TRUST ADMINISTRATION
Publication of Financial Periodicals
Unclaimed

Virginia Wealth Management Group, Inc.

location

VIRGINIA BEACH, VA

disclosure

1 Disclosures

ADVISOR BIO

Stephen Saal has been a registered representative in the securities industry for over 40 years. He is currently registered with Virginia Wealth Management Group, Inc. and previously worked with Wells Fargo Advisors Financial Network, LLC. Stephen has a comprehensive understanding of the financial markets and provides a range of services including financial planning, portfolio management, and pension consulting. Stephen Saal is dedicated to helping clients achieve their financial goals.

SPECIALIZATIONS

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

MML Investors Services, LLC

location

McLean, VA

experience

39 Years Experience

0 Disclosures

ADVISOR BIO

Stephen Hendrick Hodson is a financial advisor in McLean, Virginia. Stephen has been in the industry since February 25, 1986. Stephen is currently registered with MML Investors Services, LLC. Stephen has been registered with MML Investors Services, LLC since March 25, 2017. Stephen was previously registered with MSI FINANCIAL SERVICES, INC. from April 28, 1987 to March 25, 2017 and METROPOLITAN LIFE INSURANCE COMPANY from February 26, 1986 to July 9, 2007. Stephen has passed the Uniform Investment Adviser Law Examination, the Uniform Securities Agent State Law Examination, the Securities Industry Essentials Examination, and the Investment Company Products/Variable Contracts Representative Examination. Stephen is a registered representative in the states of Arizona, California, Colorado, Delaware, District of Columbia, Indiana, Maryland, New Hampshire, New Jersey, New York, North Carolina, Ohio, and Virginia. Stephen is also a registered investment advisor in the state of Virginia. Stephen is also an independent insurance agent selling Disability Income, Long-Term Care, and Medicare Related Products.

SPECIALIZATIONS

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

LPL Financial LLC | CFP ® (Certifications)

location

WILLIAMSBURG, VA

experience

29 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Stephen Sigmon is a financial advisor with LPL Financial LLC, a registered investment advisor firm, with over 25 years of experience in the industry. Stephen has a broad range of experience in providing financial planning and investment management services to individuals, corporations and institutions. Stephen holds Series 7, 24, 27, 31, 53 and 63 securities licenses, as well as a Series 65 investment advisor license. Stephen is also a Certified Financial Planner. Stephen is a registered representative in 35 states, including Texas, Virginia, and Alabama. Stephen has previously been registered with MICG Investment Management, LLC and First Union Securities, Inc. Stephen has a proven track record of success in helping clients achieve their financial goals. Stephen is committed to providing personalized service and guidance to help clients make informed financial decisions.

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

Evoadvisers | CFP ® (Certifications)

location

RICHMOND, VA

0 Disclosures

ADVISOR BIO

Stephen Elliot Fletcher is a financial advisor registered with the state of Virginia and has been in the industry since June 2014. Stephen is currently associated with Evoadvisers and has also worked at AJ Wealth, LLC and BLUESKY WEALTH ADVISORS, LLC. Stephen is a Certified Financial Planner. Stephen has a Series 65 license. Stephen has a total of 1357 client accounts with a regulatory assets under management (AUM) of $270,996,007, of which $267,625,270 is discretionary and $3,370,737 is non-discretionary.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals

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