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Financial Consultants in Virginia

Financial Consultants in Harrisonburg, VA

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16 results found

Xuxi Li Harrisonburg, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Tianfeng securities co. ltd
Company:
Hsbc
Financial advisor

Skills

Computer: Simulation, Regression, Solver, Marcos, Data Analysis, and Bloomberg in Excel; SPSS;...
Full Profile

Daniel Uribe Harrisonburg, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Board Member • Partner • Management Team Executive • Operations Manager • Chief Executive • Agent • Sales Representative

Experience & Education

Position:
Vice-President, LPL Financial Advisor at Good Wealth Management, LPL Financial Advisor at Good...
Title:
Vice-President, LPL Financial Advisor at Good Wealth Management
Location:
Harrisonburg, Virginia
Industry:
Investment Management
Work history:
Good Wealth Management - Harrisonburg, VAVice-President, LPL Financial Advisorsince 2011Good Wealth Management LPL Financial Advisorsince 2007
Skills:
Wealth Management, Investment Management, Global Asset Management, Financial Planners, Estate...
Full Profile

Jim Frazier Harrisonburg, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Adjunct Instructor • Lecturer • Postsecondary Teacher • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Soil and Plant Scientist • Non-Profit

Experience & Education

Position:
Financial, budgeting and business planning at Endless Horizons, Inc., Adjunct Instructor, College...
Title:
Experienced financial consultant, teacher and creative thinker. Experienced in business planning & budgetting.
Location:
Harrisonburg, Virginia
Industry:
Financial Services
Work history:
Endless Horizons, Inc. - Harrisonburg, VAFinancial, budgeting and business planningsince Nov 2011James Madison University Adjunct Instructor, College of Businesssince Jan 2013
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Erin Overstreet Harrisonburg, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Account Service Manager • Client Service Officer • Customer Service

Experience & Education

Position:
Account Executive at WHSV TV3
Title:
Innovative Marketing Gal at WHSV TV3 w a Penchant for Uncovering the Elephant in the Room
Location:
Harrisonburg, Virginia
Industry:
Broadcast Media
Work history:
WHSV TV3 - Harrisonburg, VAAccount Executivesince 2008Stern & Heatwole Financial Group, PLC - Harrisonburg, VAFinancial AdvisorApr 2005 - Sep 2008
Languages:
English, Italian, Spanish
Full Profile

Michael Bowen Harrisonburg, VA

Professions & Specialties

Financial Consultant • Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Financial Specialist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Supporting Member • Team Member • Technical Specialist • Technical Support Specialists • Advisor

Experience & Education

Position:
Financial Adviser at Ameriprise Financial
Title:
Financial Advisor at Ameriprise Financial
Location:
Harrisonburg, Virginia
Industry:
Financial Services
Work history:
Ameriprise Financial Financial Advisersince 2002Bowen, Driver & Associates Associate Financial AdvisorAug 2002 - Feb 2007
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Micah Reish Charlottesville, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Crestone Financial Advisors
Location:
Charlottesville, Virginia Area
Industry:
Financial Services
Work history:
Crestone Financial Advisors - Harrisonburg, VAFinancial Advisorsince Mar 2012
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Shannon Rankin Harrisonburg, VA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Account Manager • Territory Account Manager • Inside Sales Representative • Sales Representative • Area Manager • Managers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Philanthrope • Non-Profit • Bachelor of Science • Computer Software Professional • Software Developers • Automotive Specialist • Automotive Professional • Chief Executive • Student Worker

Experience & Education

Position:
Sr. Higher Education Account Manager at Rosetta Stone, Inside Territory Manager at Rosetta Stone
Title:
Sr. Higher Education Account Manager at Rosetta Stone
Location:
Harrisonburg, Virginia
Industry:
E-Learning
Work history:
Rosetta Stone - Harrisonburg, VASr. Higher Education Account Managersince Jan 2013Rosetta Stone - Southwest, International, Southeast, Mid-AtlanticInside Territory Managersince Dec 2008
Financial Advisor at AXA Advisors
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Edwin Good Harrisonburg, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive • Director • Operations Manager • Independent Insurance Professional • Insurance Professional • Underwriter • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Master of Business Administration • Bachelor of Science • Business Administrator

Experience & Education

Position:
President at Good Wealth Management
Location:
Harrisonburg, Virginia
Industry:
Investment Management
Work history:
Good Wealth Management Presidentsince 1993Harrisonburg Rotary Club President2010 - Jun 2011
Skills:
Estate Planning, Financial Planners, Long-term Care, Wealth Management, Small Business, Rollovers,...
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Francis Krol Harrisonburg, VA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Treasurer • Financial Officer • Financial Manager • Chairperson • Chief Executive • Office Clerk • Team Member • Clerical Specialist • Bachelor of Business Administration

Experience & Education

Work

Company:
Jmu madison union
Operations assistant
Company:
Phi alpha delta law fraternity international
Treasurer

Skills

Bloomberg Essentials Training Program: Equity Essentials: 100%
Full Profile

Justin Williams Harrisonburg, VA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Supervisor • Independent Contractor • Managers • Contractor • Musician • Independent Business Owners • Administrative Associate • Administrative Clerk • Clerical Specialist • Advisor • Sales Agent • Bachelor of Business Administration • Sales Manager

Experience & Education

Work

Company:
Trugreen lawn care - Morrisville, NC
Field sales supervisor
Company:
General labor - Natural Bridge, VA
Self employed musician
Full Profile

Benjamin Wilson Washington, DC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Systems Support Specialist • Support Specialists • Operations Manager

Experience & Education

Position:
Financial Advisor at ING Financial Partners, Venture Consultant at Independent
Title:
Financial Advisor at ING Financial Partners
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Work history:
ING Financial Partners - Washington D.C. Metro AreaFinancial Advisorsince Aug 2013Independent - Charleston, South CarolinaVenture Consultantsince Jan 2011
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Emily Govel New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Volunteer • Construction • Non-Profit • Organization Management • Dean • Higher Education Professional • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Student Worker • Founder • Founding Member • Chief Executive • Financial Officer • Financial Manager • Operations Manager

Experience & Education

Position:
Financial Advisor at Neighborhood Trust Financial Partners, Inc.
Title:
Financial Advisor at Neighborhood Trust Financial Partners
Location:
Greater New York City Area
Industry:
International Trade and Development
Work history:
Neighborhood Trust Financial Partners, Inc. Financial Advisorsince Jan 2013Asociación de Desarrollo Integral San Isidro - Chacraseca, NicaraguaVolunteerFeb 2012 - May 2012
Languages:
Spanish
Full Profile

Gordon Cummings Santa Monica, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Entrepreneur • Non-Profit • Managers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Title:
Entrepreneur & Open To New Oppurtunities
Location:
Santa Monica, California
Industry:
Financial Services
Work history:
Merrill Lynch - West Palm BeachFinancial AdvisorMar 2012 - Apr 2013Palm Beach Yachts & Motorsport Museum - Palm Beach, FLPublic RelationsJan 2012 - Mar 2012
Certifications:
General Securities Registered Representative, FINRA
Uniform Combined State Law, FINRA
Full Profile

Wendy Stoller Alexandria, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Mathematician

Experience & Education

Work

Company:
Morgan borszcz consulting
Financial consultant
Company:
Praxis, inc., - Alexandria, VA
Financial analyst

Skills

Financial Analysis, Microsoft Office, ERP, STARS, PRISMS, EDA, AutoDoc, Microsoft Office
Full Profile

Kyle Braddy Charlotte, NC

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • School Principal • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Vice President • Chief Executive

Experience & Education

Position:
Principal at Piper Jaffray
Location:
Charlotte, North Carolina Area
Industry:
Financial Services
Work history:
Piper Jaffray - Charlotte, North Carolina AreaPrincipalsince Mar 2011KeyBanc Capital Markets - Charlotte, North Carolina AreaVice PresidentSep 2010 - Mar 2011
Financial Advisor at Scott & Stringfellow
Full Profile

Phil Giordano Philadelphia, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Hospital Care Professional • Health Professional • Health Practitioner • Model • Student Worker • Entertainment Professional • Entertainer • Budget Officer • Finance and Accounting Specialist • Financial Compliance Examiner • Auditor • Accounting Bookkeeper • Bookkeeper • Counselor • Apprentice • Advisor • Summer Associate • Paralegal • Sales Account Associate • Sales Executive • Manager • Sales Manager • Operations Manager • Master of Business Administration • Bachelor of Science • Master of Science • Surgical Specialist

Experience & Education

Position:
Administrator at Cigna-HealthSpring
Location:
Greater Philadelphia Area
Industry:
Hospital & Health Care
Work history:
Cigna-HealthSpring - Greater Philadelphia AreaAdministratorsince Oct 2011Morgan Stanley - West Conshohocken, PAFinancial AdvisorJan 2010 - Aug 2011
Skills:
Budgets, Building Relationships, Negotiation, Leadership, Marketing, Analysis, Management, Finance, ...
Full Profile

Financial Consultants near Harrisonburg, VA0336699132165CharlottesvilleStauntonWaynesboroFishersvilleAftonStuarts DraftRuckersvilleWoodstockCrozetMount Jackson


Financial Consultants around Harrisonburg, VA

Afton  (2)
Charlottesville  (164)
Crozet  (1)
Fishersville  (2)
Ruckersville  (1)
Staunton  (7)
Sugar Grove  (1)
Waynesboro  (5)
Woodstock  (1)

Financial Consultants in Virginia

Sub-specializations

Financial Consultant  (16)
Financial Management Analyst  (2)