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

Mclean, VA

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Stephen Park has been working in the financial services industry since August 20, 1996. Currently, Stephen is a registered representative with Morgan Stanley. Prior to this role, Stephen was a registered representative with UBS Financial Services Inc. from July 18, 2008, to August 23, 2022. Stephen is registered with the following state securities authorities: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Stephen is also registered as an investment advisor representative with the following state securities authorities: District of Columbia, Texas, and Virginia. Stephen is registered with the Financial Industry Regulatory Authority (FINRA) as a registered representative and is also licensed with the Securities Industry Essentials Examination (SIE) as well as holding the Series 7, Series 31, and Series 63 licenses.

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

Partners IN Financial Planning, LLC | CFP ® (Certifications)

location

SALEM, VA

0 Disclosures

ADVISOR BIO

Stephen Christopher Bain is a financial advisor with Partners In Financial Planning, LLC. Stephen is a Certified Financial Planner® professional and has been in the industry since 2011. Stephen focuses on providing financial planning and portfolio management services to individuals, families, and charitable organizations.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Wells Fargo Clearing Services, LLC

location

RICHMOND, VA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Stephen Barton is a financial advisor currently registered with Wells Fargo Clearing Services, LLC. Stephen has been in the industry since 2018 and holds Series 7, 9, 10, 66, and 99TO licenses. Stephen is registered with the state of Virginia. Stephen's primary office is located in Richmond, VA. Stephen specializes in providing investment consulting services to institutional clients, financial planning, pension consulting, and portfolio management for businesses and individuals.

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

Equitable Advisors, LLC | CFC ® (Certifications)

location

NORFOLK, VA

experience

33 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Stephen Powell is a financial advisor registered with Equitable Advisors, LLC. Stephen has been in the financial services industry since April 8, 1992. Stephen holds Series 6, 7, 63, and 65 licenses. Stephen is registered to provide financial advice in Alabama, California, Colorado, Florida, Georgia, Idaho, Iowa, Kentucky, Maine, Maryland, Nevada, New Jersey, New Mexico, North Carolina, Oregon, Rhode Island, South Carolina, Texas, Virginia, Washington, and Wisconsin. Stephen also holds a Chartered Financial Consultant designation.

SPECIALIZATIONS

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

Mutual OF Omaha Investor Services, Inc. | CFC ® (Certifications)

location

WINCHESTER, VA

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Stephen Baker is a financial advisor with Mutual of Omaha Investor Services, Inc. based in Winchester, Virginia. Stephen has been in the financial industry since January 1997 and specializes in providing financial advice for individuals and families. Stephen is registered with the state of Virginia, Maryland, Pennsylvania, Texas, District of Columbia, North Carolina, Ohio, and West Virginia. Stephen also holds the Series 6 and Series 63 licenses and the SIE exam.

SPECIALIZATIONS

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

Raymond James Financial Services Advisors, Inc.

location

Fredericksburg, VA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Stephen George is a financial advisor with Raymond James Financial Services Advisors, Inc., based in Fredericksburg, VA. Stephen has been a registered representative for over 9 years and has a Series 7, Series 66, and SIE license. Stephen's previous experience includes working for Wells Fargo Clearing Services, LLC and Edward Jones. Stephen specializes in providing financial planning and portfolio management services to individuals, businesses, and retirement plans.

SPECIALIZATIONS

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

RBC Capital Markets, LLC

location

Vienna, VA

experience

34 Years Experience

0 Disclosures

ADVISOR BIO

Stephen Scott Siegle is a financial advisor with over 30 years of experience in the financial services industry. Stephen is currently registered with RBC Capital Markets, LLC, and has previously worked for companies such as Wells Fargo Clearing Services, LLC and PNC Investments. Stephen holds several industry licenses including Series 6, 7, 63, and 65. Stephen specializes in working with high-net-worth individuals, corporations, and various capital funds.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed
location

VIENNA, VA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Stephen Franklin Stewart is a financial advisor in Vienna, VA, with over 20 years of experience in the industry. Stephen Stewart is registered to provide investment advice in Virginia and currently works for Osaic FA, Inc. Stephen Franklin Stewart has also worked at THE LINCOLN NATIONAL LIFE INSURANCE COMPANY. Stephen Stewart has passed the Series 7 and Series 66 exams. Stephen Stewart is affiliated with Osaic FA, Inc. which is a firm that is registered to provide investment advice. Osaic FA, Inc. manages over $37 billion in assets and serves individuals, corporations, charitable organizations, pension and profit sharing plans, and other business entities.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
RETIREMENT PLAN CONSULTING SERVICES PROVIDED ON A LIMITED BASIS.
Unclaimed

First Advisors National, LLC | CFP ®,CFC ® (Certifications)

location

Stephens City, VA

0 Disclosures

ADVISOR BIO

Stephen Locke is a financial advisor with over 20 years of experience in the financial services industry. Stephen is registered with First Advisors National, LLC and is licensed to sell life insurance and fixed annuity products. Stephen holds the Series 6, 7, 24, 63, and 65 securities licenses and is a Certified Financial Planner® and Chartered Financial Consultant. Stephen has extensive experience providing financial planning, investment management and retirement planning services. Stephen is committed to helping clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
RETIREMENT PLANNING CONSULTATIONS
Unclaimed

Capitol Securities Management, Inc. | CFP ® (Certifications)

location

RESTON, VA

experience

39 Years Experience

0 Disclosures

ADVISOR BIO

Stephen Nohowel is a financial advisor with Capitol Securities Management, Inc. Stephen Nohowel has been in the financial industry since April 22, 1986. Stephen Nohowel is a Certified Financial Planner. Stephen Nohowel specializes in providing financial planning, pension consulting, and portfolio management for both individuals and businesses.

SPECIALIZATIONS

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

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