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Financial Consultants in Virginia

Financial Consultants in Virginia Beach, VA

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Here is a complete list of most professional Financial Consultants in Virginia Beach, VA.

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154 results found

Landon Portner Virginia Beach, VA

Professions & Specialties

Financial Consultant • Banker • Financial Services Professional • Financial Services Sales Agent • Loan Officers • Master of Business Administration • Bachelor of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Student Worker

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Location:
Virginia Beach, Virginia
Industry:
Investment Management
Work history:
Merrill Lynch - Virginia Beach, VAFinancial Advisorsince Dec 2011Wells Fargo - Virginia Beach, VABankerJul 2010 - Dec 2011
Languages:
Spanish
Full Profile

Gregory Merical Norfolk, VA

Professions & Specialties

Financial Consultant • Financial Planner • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst

Experience & Education

Position:
Financial Planner at World Financial Group (WFG)
Title:
Financial Advisor World Finanacial Group
Location:
Norfolk, Virginia Area
Industry:
Insurance
Work history:
World Financial Group (WFG) - 293 independence Blvd blvd#5 suite 5 Virginia Beach, VA 23462Financial Plannersince Jul 2006
Full Profile

Philip Maliniak Virginia Beach, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • School Principal • School Administrator • Educational Manager • Security • Customer Service • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Health Professional • Health Practitioner

Experience & Education

Position:
IMPORTANT DISCLOSURES at SagePoint Financial, Owner at The Virginia Health Insurance Group
Title:
IMPORTANT DISCLOSURES at SagePoint Financial
Location:
Virginia Beach, Virginia
Industry:
Financial Services
Work history:
SagePoint Financial IMPORTANT DISCLOSURESsince Jun 2011The Virginia Health Insurance Group Ownersince Sep 2010
Skills:
Retirement Planning, Investments, Retirement, Estate Planning, Small Business, Wealth Management
please contact your financial advisor directly
Full Profile

Brandon Spottswood Virginia Beach, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Director of Business Development • Chairperson • Chief Executive Officer • Business Development Manager • Operations Manager • Chief Executive • Corporate Executive • Sales Person • Sales Representative • Department Store Salesperson • Retail Professional • Retail Salesperson • Technical Specialist • Technical Support Specialists • Property Manager • Real Estate Manager

Experience & Education

Position:
Business Development at Next Financial
Title:
Business Development
Location:
Virginia Beach, Virginia
Industry:
Financial Services
Work history:
Next Financial - Virginia Beach, VABusiness Developmentsince Feb 2012Cambridge Advisors - Richmond, Virginia AreaDirector of Business DevelopmentJul 2011 - Dec 2011
Skills:
Customer Service, Social Media, Strategic Planning, Microsoft Excel, New Business Development,...
Harvest top financial advisor talent across the country
Full Profile

Michael Whitley Virginia Beach, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Planner • Advisor • Pilot • Security • Air Transportation Worker • Market Analyst • Market Research Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Research Assistant • Researcher • Survey Researcher • Mathematician

Experience & Education

Position:
Financial Consultant & Advisor at Military One Source, Business and Market Analyst at Pilot...
Title:
Financial Consultant and Planner
Location:
Virginia Beach, Virginia
Industry:
Financial Services
Work history:
Military One Source - Chesapeake, VAFinancial Consultant & Advisorsince Nov 2012Pilot Equity Group, LLC - Virginia Beach/NorfolkBusiness and Market Analystsince Nov 2004
Skills:
Technical Analysis, Risk Management, Excel Screening, Industry Analysis, Equity Research, Equity...
Full Profile

Alicia Mills Norfolk, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Defense and Space Professional • Contractor • Budget Officer • Independent Business Owners • Financial Compliance Examiner • Auditor • Chief Administrative Officer • Chief Executive • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Business Administrator • Advisor • Analysts • Finance and Accounting Specialist • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Project Managers • Operations Manager • Sales Representative • Computer Network Consultant • Information Technology Specialist • Computer Consultant • IT Consultant • IT Specialist • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Position:
Financial Advisor at The Frieden Agency
Title:
Defense & Space Professional
Location:
Norfolk, Virginia Area
Industry:
Defense & Space
Work history:
The Frieden Agency Financial Advisorsince Sep 2011US Training Center Cost AnalystMar 2011 - Nov 2011
Skills:
Gov't Reimbursables, Government Contracts, Contract Management, Team Building, Contract...
Full Profile

Heather Brinkman Virginia Beach, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Benefits Specialist • Mortgage Loan Closer • Finance and Accounting Specialist • Compensations and Benefits • Mortgage Loan Processor • Mortgage Accountant • Loan Accountant • Independent Business Owners • Accounting Bookkeeper • Bookkeeper • Independent Contractor • Contractor • Certified Nurse Aide • Nurse • Nurse Practitioner • Insurance Professional • Underwriter

Experience & Education

Position:
Financial Education - Wine, Women & Wealth and How Money Works at Five Rings Financial, Small...
Title:
Financial Consultant, Brinkman Group, A Five Rings Financial Agency www.BrinkmanGroupVA.anallianceforlife.com
Location:
Virginia Beach, Virginia
Industry:
Financial Services
Work history:
Five Rings Financial - Hampton Roads, VAFinancial Education - Wine, Women & Wealth and How Money Workssince Feb 2011LegalShield Small Business & Group Benefits Specialistsince Jan 2010
Full Profile

Lamont Henry Virginia Beach, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Director • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor/CU Director at Northwestern Mutual
Location:
Virginia Beach, Virginia
Industry:
Financial Services
Work history:
Northwestern Mutual Financial Advisor/CU Directorsince Jun 2006
Full Profile

Karriem Pierre Virginia Beach, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Psychologist • Master of Business Administration • Mathematical Science Teacher • Special Education Professors • Psychology Specialist

Experience & Education

Work

Company:
Wealth management
Financial advisor
Company:
Edward d. jones, chesepeake, va
Financial advisor
Full Profile

Marylee Dixon Virginia Beach, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Banking Center Manager • Banking Manager • Financial Officer • Financial Manager • Sales Director • Shop Manager • Vice President • Chief Executive • Marketing Manager • Senior Account Executive • Sales Account Associate • Retail Store Manager • Senior Customer Service Representative • Sales Executive • Retail Sales Manager • Superintendent • Branch Manager • Field Marketing Specialist • Marketing Administrator • Bachelor of Science • High School Diploma • Property Manager • Real Estate Manager • Supervisors

Experience & Education

Title:
Experienced Financial Professional
Location:
Virginia Beach, Virginia
Industry:
Financial Services
Work history:
Merrill Lynch - Norfolk, Virginia AreaFinancial AdvisorMay 2012 - Oct 2012Bank of America - Norfolk, Virginia AreaBanking Center Manager OfficerMay 2009 - Apr 2012
Skills:
Customer Relations, Sales Management, Banking, Coaching, Hiring, Operations Management, Customer...
Full Profile

Paul Gregory Virginia Beach, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chief Executive Officer • Operations Manager • Corporate Executive • Chief Executive • Site Manager • Construction Specialist • Construction Laborer • Counselor • Advisor • Editor

Experience & Education

Work

Company:
Cape financial
Independent financial advisor, retirement planning specialist
Company:
American express/ameriprise financial advisors
Employee financial advisor
Full Profile

Jensen Gillespie Virginia Beach, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Nurse Aide • Nurse • Nurse Practitioner • Guide • Tour Guide • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Agent • Sales Agent • Sales Representative • Non-Profit • Operations Manager

Experience & Education

Position:
Financial Advisor at Raymond James
Location:
Virginia Beach, Virginia
Industry:
Financial Services
Work history:
Raymond James - Virginia Beach, VirginiaFinancial Advisorsince Dec 2012American Funds - San Antonio, TXKey AccountsJul 2009 - Nov 2012
Full Profile

Hillary Landen Virginia Beach, VA

Professions & Specialties

Financial Services Professional • Financial Consultant • Banker • Financial Services Sales Agent

Experience & Education

Work

Company:
Wells fargo advisors, llc
Financial advisor
Company:
Wells fargo - Beaufort, NC
Personal banker ii
Full Profile

Amy Tully Virginia Beach, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Relationship Manager • Account Service Manager • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sports Trainer • Sports Trainers • Ballet Instructor • Dance Instructor • Dancing Teacher • Supporting Member • Team Member • Customer Service

Experience & Education

Position:
Client Relationship Manager at Ameriprise Financial Services, Inc., Varsity Dance Team Coach at...
Title:
Client Relationship Manager at Ameriprise Financial Services, Inc.
Location:
Virginia Beach, Virginia
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. - Virginia Beach, VAClient Relationship Managersince Mar 2012Christopher Newport University Varsity Dance Team Coachsince Jul 2011
Skills:
Customer Service, Customer Relations, Public Relations, Media Relations, Scheduling, Fundraising,...
Assist financial advisor,s,and associate financial adviso..
Full Profile

Craig Jones Virginia Beach, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Bachelor of Science • Construction • Operations Manager • Chief Executive

Experience & Education

Position:
Financial Advisor at First Command Financial Planning
Location:
Virginia Beach, Virginia
Industry:
Financial Services
Work history:
First Command Financial Planning Financial Advisorsince Jan 2011Commander, Naval Beach Group TWO - Virginia Beach, VAChief Staff OfficerJan 2009 - Dec 2010
Skills:
Financial Planning, College Education Savings, Retirment Planning
Full Profile

William Willis Virginia Beach, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Director of Operations • Business Administrator • Bachelor of Science

Experience & Education

Work

Company:
Htk - Norfolk, VA
Financial advisor
Company:
Proequities
Financial advisor
Full Profile

Porta Aviles Virginia Beach, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Sentara medical group
Financial counselor sentara medical group
Company:
Coder - Beach, Virginia, US
Ob/gyn, in and out patient hospitals
Full Profile

Ron Mckinney Virginia Beach, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Speaker • Security • Spokesperson • Representative • Army Lieutenant Colonel • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Retirement Plans & Planning, Money Management, Investments, Life Disability LTC Insuances,...
Title:
Financial Advisor, Money Manager, Life Disability Long Term Care Insurance,Retirement Plans 401k IRA Roth, Speaker
Location:
Virginia Beach, Virginia
Industry:
Financial Services
Work history:
Financial Security Retirement Plans & Planning, Money Management, Investments, Life Disability LTC Insuances, Speakersince Dec 1999Walman Labratories Manager1995 - 2000
Full Profile

William Willis Virginia Beach, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Director of Operations • Business Administrator • Bachelor of Science

Experience & Education

Work

Company:
Htk - Norfolk, VA
Financial advisor
Company:
Proequities
Financial advisor
Full Profile

Victor Kassel Virginia Beach, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Merrill lynch - Norfolk, VA
Wealth management financial advisor assistant
Company:
Uss elrod - Norfolk, VA

Skills

vast proficiency MS Office (especially EXCEL programming)
Full Profile

Scott Saal Virginia Beach, VA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Virginia Wealth Management Group, Inc.
Location:
Virginia Beach, Virginia
Industry:
Financial Services
Work history:
Virginia Wealth Management Group, Inc. Financial Advisorsince Jun 2011
Certifications:
Series 7 (General Securities Representative Examination), FINRA
Series 66 (Uniform Combined State Law Examination), FINRA
Full Profile

Christine Nichol Virginia Beach, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supervisor • Managers • Business Administrator • Director of Operations • Manager • Master of Business Administration • Bachelors Degree • Human Resources Specialist • Recruitment • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Wellness and Fitness

Experience & Education

Position:
Interim Servicing Supervisor at ServiceLink LoanCare Servicing, Financial Advisor at World...
Title:
Interim Servicing Supervisor at ServiceLink LoanCare Servicing
Location:
Virginia Beach, Virginia
Industry:
Hospitality
Work history:
ServiceLink LoanCare Servicing - Norfolk, Virginia AreaInterim Servicing Supervisorsince May 2013World Financial Group (WFG) - Chesapeake, VAFinancial Advisorsince Apr 2013
Skills:
Budgeting, Restaurants, Hotels, Customer Service, Customer Relations, Hospitality, Inventory...
Full Profile

Mark Bondi Virginia Beach, VA

Professions & Specialties

Financial Consultant • Trader • Financial Services Professional • Financial Services Sales Agent • Capital Markets Professional • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Director • Operations Manager • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Psychology Specialist • Advertising Sales Agent

Experience & Education

Position:
Financial Advisor at VALIC
Title:
Financial Advisor at VALIC Financial Advisors
Location:
Virginia Beach, Virginia
Industry:
Financial Services
Work history:
VALIC - Virginia Beach, VAFinancial Advisorsince Dec 2010Dominion Enterprises Director, Sales & MarketingNov 2006 - Dec 2010
Full Profile

William Chancellor Virginia Beach, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Team Member • Managers • Business Consultant • Information Technology Specialist • IT Specialist • Operations Manager

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Title:
Wealth Management/Financial Advisor
Location:
Virginia Beach, Virginia
Industry:
Financial Services
Work history:
Merrill Lynch - Hampton Roads, VirginiaFinancial Advisorsince Jul 2013Edward Jones - Richmond, Virginia AreaFinancial AdvisorMar 2009 - Jun 2010
Full Profile

David Hadder Virginia Beach, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Apprentice • Army Lieutenant Colonel • Student Worker

Experience & Education

Position:
Financial Advisor at The Frieden Agency
Title:
Financial Advisor
Location:
Virginia Beach, Virginia
Industry:
Financial Services
Work history:
The Frieden Agency - Virginia BeachFinancial Advisorsince Mar 2010The Frieden Agency InternMay 2009 - Aug 2009
Full Profile

Jeff Gump Virginia Beach, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chairperson • Board Member • Chief Executive • Management Team Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor, Cherry Bekaert Wealth Management at Cherry Bekaert LLP, President, Executive...
Title:
Financial Advisor at Cherry Bekaert Wealth Management LLC
Location:
Virginia Beach, Virginia
Industry:
Financial Services
Work history:
Cherry Bekaert LLP - Norfolk, Virginia AreaFinancial Advisor, Cherry Bekaert Wealth Managementsince Sep 2010Larkspur Salem Recreation Association - Virginia Beach, VAPresident, Executive Board of Directorssince Jan 2010
Full Profile

Stephanie Van Dyke Virginia Beach, VA

Professions & Specialties

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

Experience & Education

Position:
Associate Wealth Management Advisor to Jessica Salazar at Northwestern Mutual, Associate Financial...
Title:
Associate Wealth Management Advisor to Jessica Salazar at Northwestern Mutual
Location:
Virginia Beach, Virginia
Industry:
Financial Services
Work history:
Northwestern Mutual - Virginia Beach, VAAssociate Wealth Management Advisor to Jessica Salazarsince Apr 2013Northwestern Mutual - Virginia Beach, VAAssociate Financial Advisor to Jeffrey Salazarsince Apr 2013
Full Profile

Stacy Long Virginia Beach, VA

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Partner • Financial Manager • Chief Executive • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Partner at NTrust Wealth Management
Title:
Certified Financial Planner(TM) and Partner of NTrust Wealth Management
Location:
Virginia Beach, Virginia
Industry:
Financial Services
Work history:
NTrust Wealth Management - 780 Lynnhaven Pkwy, Ste 190, Virginia Beach, VA 23452Partnersince Jun 2009Merrill Lynch Senior Financial AdvisorJun 1998 - May 2009
Full Profile

Jake Lovelace Virginia Beach, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Director • Operations Manager

Experience & Education

Position:
Financial Advisor at Ameriprise Financial Services, Inc.
Location:
Virginia Beach, Virginia
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. - 249 Central Park Ave, Ste 260, Virginia Beach, VA 23462Financial Advisorsince Jun 2005Liberty Tax Service Director of TrainingMay 2000 - Jun 2004
Full Profile

John Nagle Virginia Beach, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Vice President • Owner • Chief Executive • Leader • Construction • Managers • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Founding Member • Operations Manager • Sales Agent • Sales Representative • Department Store Salesperson • Retail Professional • Retail Salesperson

Experience & Education

Position:
Financial Advisor at Edward Jones
Title:
Financial Advisor
Location:
Virginia Beach, Virginia
Industry:
Financial Services
Work history:
Edward Jones - Virginia Beach,VaFinancial Advisorsince May 2012Bank of the Commonwealth Vice PresidentSep 2009 - Jun 2011
Full Profile

Jason Hoffman Virginia Beach, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Assistant Vice President • Vice President • Chief Executive • Supporting Member • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Associate Vice President-Investments at The Alcaraz Mercadante West Group of Wells Fargo Advisors, LLC
Title:
Associate Vice President - Investments - Alcaraz Mercadante West Investment Group of Wells Fargo Advisors, LLC
Location:
Virginia Beach, Virginia
Industry:
Financial Services
Work history:
The Alcaraz Mercadante West Group of Wells Fargo Advisors, LLC Associate Vice President-Investmentssince Feb 2009Smith Barney Financial AdvisorMay 1994 - Feb 2009
Full Profile

Jeremy Douglas Virginia Beach, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sales Director • Sales Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Psychology Specialist

Experience & Education

Position:
Advanced Sales Director at Guardian Life Insurance, Financial Advisor at Park Avenue Securities
Title:
Helping my clients understand the difference between the rules of math and the rules of money.
Location:
Virginia Beach, Virginia
Industry:
Financial Services
Work history:
Guardian Life Insurance - Virginia Beach VAAdvanced Sales Directorsince Mar 2012Park Avenue Securities - Virginia Beach vaFinancial Advisorsince May 2012
Full Profile

Mark Flores Norfolk, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Financial Advisor, Vice President-Investments at Wells Fargo Advisors, LLC.
Location:
Norfolk, Virginia Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors, LLC. - Norfolk, VAFinancial Advisor, Vice President-Investmentssince May 2003Merrill Lynch - Virginia Beach, VAFinancial AdvisorJul 1997 - May 2003
Certifications:
CFP., Certified Financial Planner Board of Standards, Inc.
Full Profile

David Kunhardt Virginia Beach, VA

Professions & Specialties

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

Experience & Education

Position:
Financial advisor at Navigon Financial Group
Location:
Virginia Beach, Virginia
Industry:
Financial Services
Work history:
Navigon Financial Group Financial advisorsince Mar 2013MetLife - Chesapeake, VAFinancial Services RepresentativeFeb 2008 - Feb 2013
Skills:
Retirement, Retirement Planning, Investments, Fixed Annuities, Insurance, Estate Planning, Sales,...
Languages:
French
Full Profile

Alex Rosa Virginia Beach, VA

Professions & Specialties

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

Experience & Education

Title:
Financial Advisor
Location:
Virginia Beach, Virginia
Industry:
Financial Services
Work history:
. Financial AdvisorMay 2009 - Jan 2013
Skills:
Retirement Planning, Strategic Planning, Series 7, Investments, Strategic Financial Planning,...
Languages:
Spanish
Full Profile

Stuart Nesbit Virginia Beach, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Coordinator • Managers

Experience & Education

Position:
Site Coordinator at Cape Henry Lighthouse
Location:
Virginia Beach, Virginia
Industry:
Museums and Institutions
Work history:
Cape Henry Lighthouse - Virginia Beach, VASite Coordinatorsince Dec 2012Dominion Investment Group Financial AdvisorJan 2005 - Dec 2012
Full Profile

Shandre Harasty Portsmouth, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Board Member • Director • Management Team Executive • Operations Manager • Police • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Board of Directors at Olde Towne Business Association, Board of Directors at Portsmouth General...
Title:
Financial Advisor
Location:
Portsmouth, Virginia
Industry:
Financial Services
Work history:
Olde Towne Business Association - Portsmouth, VABoard of Directorssince 2012Portsmouth General Hospital Foundation - Portsmouth, VABoard of Directorssince 2012
Languages:
Afrikaans, Zulu
Full Profile

Lydia Lavigne Virginia Beach, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Vice President • Chief Executive

Experience & Education

Position:
CRPC, Financial Advisor at Merrill Lynch
Title:
at Merrill Lynch
Location:
Virginia Beach, Virginia
Industry:
Financial Services
Work history:
Merrill Lynch CRPC, Financial Advisorsince Jun 1990Merrill Lynch Vice President, Senior Financial Advisor, CRPCJun 1990 - Jun 2009
Full Profile

Kristin French Norfolk, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Director • Operations Manager • Organization Management • Health Professional • Health Practitioner

Experience & Education

Position:
Community Director at March of Dimes
Location:
Norfolk, Virginia Area
Industry:
Nonprofit Organization Management
Work history:
March of Dimes Community Directorsince Aug 2008Sentara Healthcare - Virginia Beach, VAFinancial CounselorMar 2005 - Jul 2008
Full Profile

Patrick Benish Virginia Beach, VA

Professions & Specialties

Certified Financial Planner • Financial Consultant • Financial Planner • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Financial Planner at First Command Financial Planning
Title:
Financial Advisor and CERTIFIED FINANCIAL PLANNER TM professional
Location:
Virginia Beach, Virginia
Industry:
Financial Services
Work history:
First Command Financial Planning - Virginia Beach, VAFinancial Plannersince Jul 1993
Full Profile

Ray Henderson Virginia Beach, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Counselor • Advisor

Experience & Education

Position:
Financial Advisor at Northwestern Mutual Financial Network
Title:
Financial Advisor
Location:
Virginia Beach, Virginia
Industry:
Financial Services
Work history:
Northwestern Mutual Financial Network Financial Advisorsince Jan 2007Charlottesville City Schools Counselor2005 - 2006
Full Profile

James Somers Virginia Beach, VA

Professions & Specialties

Financial Consultant • Estate Planner • Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Vice President • Financial Director • Chief Executive • Financial Officer • Financial Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
First Vice President, and Senior Financial Advisor at Merrill Lynch
Title:
First Vice President, and Senior Financial Advisor with Merrill Lynch
Location:
Virginia Beach, Virginia
Industry:
Financial Services
Work history:
Merrill Lynch - Virginia BeachFirst Vice President, and Senior Financial Advisorsince Jan 1996
Full Profile

Dj Holder Virginia Beach, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Manager • Partner • Operations Manager • Chief Executive • Bookkeeper

Experience & Education

Position:
Regional Manager, Partner at Orion International
Title:
Regional Manager at Orion International
Location:
Virginia Beach, Virginia
Industry:
Military
Work history:
Orion International - Virginia Beach, VARegional Manager, Partnersince May 2006Edward Jones Financial AdvisorDec 2004 - May 2006
Full Profile

Akeem Prosser Norfolk, VA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Location:
Norfolk, Virginia Area
Industry:
Financial Services
Work history:
Merrill Lynch Financial Advisorsince 2012Bank of America - Virginia Beach, VAPersonal Banker2011 - 2012
Skills:
Certified Special Needs Advisor, Strategic Financial Planning, Investments, Securities, Portfolio...
Full Profile

Joe Caldwell Virginia Beach, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice President - Investment Officer at Wells Fargo Advisors
Title:
Vice President - Investment Officer at Wells Fargo Advisors, LLC
Location:
Virginia Beach, Virginia
Industry:
Financial Services
Work history:
Wells Fargo Advisors Vice President - Investment Officersince Nov 2006Smith Barney Financial AdvisorJan 2006 - Nov 2006
Full Profile

Michael Daniels Virginia Beach, VA

Professions & Specialties

Financial Services Professional • Financial Consultant • Financial Services Sales Agent • Advisor • Agent • Sales Representative • Managers • Hair Stylist • Hairdresser • Computer User Support Specialist • Systems Support Specialist • Support Specialists • High School Diploma • Operations Manager

Experience & Education

Work

Company:
Urology of virginia, pllc
Benefits advisor / financial counselor
Company:
Harris connect - Chesapeake, VA
Marketing agent

Skills

Customer Service, Collections, Call Center Operations, Management, Communication, Training, Office...
Full Profile

Jackie Cross Norfolk, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Marketing Manager • Marketing Administrator • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Agent • Sales Representative

Experience & Education

Position:
Collections Manager, Financial Counselor, Marketing Coordinator at Guardian Federal Credit Union,...
Title:
Collections Manager, Financial Counselor, Marketing Coordinator at Guardian Federal Credit Union
Location:
Norfolk, Virginia Area
Industry:
Banking
Work history:
Guardian Federal Credit Union Collections Manager, Financial Counselor, Marketing CoordinatorWainwright Real Estate - Virginia Beach, VAAgentsince Jul 2004
Full Profile

Dawn Hoffman Norfolk, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Certified Nurse Aide • Wellness and Fitness • Nurse • Nurse Practitioner

Experience & Education

Position:
Owner at The Solelady, Reflexology
Title:
Owner, Solelady Reflexology
Location:
Norfolk, Virginia Area
Industry:
Health, Wellness and Fitness
Work history:
The Solelady, Reflexology - Virginia Beach, VAOwnersince 1998
Skills:
Wellbeing, Relaxation, Reiki, Reflexology, SRC 4 U Quantum Health
Full Profile

Bill Dullaghan Virginia Beach, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Psychology Specialist

Experience & Education

Position:
Financial Advisor at UBS Financial Services Inc
Title:
Account Vice President at UBS Financial Services Inc
Location:
Virginia Beach, Virginia
Industry:
Financial Services
Work history:
UBS Financial Services Inc Financial Advisorsince Aug 2005UBS Financial Services Inc Account Vice President2005 - 2013
Full Profile

Larry Harris Virginia Beach, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Coordinator • Managers

Experience & Education

Work

Company:
Edward jones & company
Financial advisor
Company:
Navy recruiting district richmond
Nrotc scholarship coordinator
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