Professional Background CheckInformation on professionals, their work history and resumes

Find Professionals

Financial Planners in Virginia

Financial Planners in Vienna, VA

Find a professional & check records

Here is a complete list of most professional Financial Planners nearby.

The Trustoria Directory provides you with all the professional records needed to know the best professional for every need.

Be sure to review other cities near here to locate the names of more people.

13 results found

Lauren Grove Vienna, VA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Apprentice • Student Worker • Independent Business Owners • Administrative Clerk • Clerical Specialist • Chief Executive • Financial Manager

Experience & Education

Position:
Assistant Financial Planner at Yeske Buie
Location:
Vienna, Virginia
Industry:
Financial Services
Work history:
Yeske Buie - Vienna, VAAssistant Financial Plannersince Jul 2013Yeske Buie - Vienna, VAFinancial Planning InternMar 2013 - Jul 2013
Full Profile

Ky Mai Vienna, VA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Student Worker • Property Manager • Real Estate Manager

Experience & Education

Work

Company:
Finance club
Financial planner
Company:
Joint stock commercial bank for foreign trade of vietnam
Finance intern-equity department
Full Profile

Eric Wigren Washington, DC

Professions & Specialties

Loan Officer • Financial Planner • Loan Officers • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Founder • Founding Member • Marketing Manager • Police • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Field Marketing Specialist • Marketing Administrator • Property Manager • Real Estate Manager

Experience & Education

Position:
Senior Loan Officer at First Heritage Mortgage LLC
Location:
Washington D.C. Metro Area
Industry:
Banking
Work history:
First Heritage Mortgage LLC - 2974 Prince William Parkway, Woodbridge, VA 22191Senior Loan Officersince Jul 2013Southern Trust Mortgage VP Mortgage Lending ServicesMay 2012 - May 2013
Full Profile

Jerry Magri Vienna, VA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Chairperson • Vice President • Chief Executive • Advisor • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Registered Investment Advisor Representative at Cambridge Investment Research, Inc., Vice President ...
Title:
Financial Planner / President at Magri & Associates, Inc.
Location:
Vienna, Virginia
Industry:
Financial Services
Work history:
Cambridge Investment Research, Inc. Registered Investment Advisor Representativesince 2011ViennaTysons Regional Chamber of Commerce - Vienna, VAVice President for Membershipsince Jun 1992
Certifications:
Chartered Financial Consultant (ChFC), The American College
Chartered Life Underwriter, The American College
Full Profile

Kevin Feeney Vienna, VA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Owner • Chief Executive • Agent • Sales Agent • Sales Representative • Author

Experience & Education

Position:
Owner at KF Financial Services
Title:
Financial Planning Strategies
Location:
Vienna, Virginia
Industry:
Financial Services
Work history:
KF Financial Services - 2309 Sawtooth Oak Ct Vienna, va 22182Ownersince Dec 1983Financial Resource Group - Annandale, VaFinancial plannerFeb 1984 - May 2002
Full Profile

Yale Lewis Vienna, VA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Assistant Vice President • Vice President • Chief Executive • Compliance Agent • Compliance Officer • Business Unit Manager • Business Administration Specialist • Operations Manager • Team Member • Customer Service

Experience & Education

Work

Company:
Bank of america
Assistant vice president
Company:
Lpl financial - Fairfax, VA
Compliance specialist / financial planner
Full Profile

Shannon Jones Washington, DC

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Management Consultant • Analyst • Team Member • Management Analyst • Analysts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Information Technology Specialist • IT Specialist • Student Worker • Market Research Analyst • Chief Executive

Experience & Education

Position:
Associate, Analytics at NTELX
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Work history:
NTELX - Vienna, VAAssociate, Analyticssince Jul 2013IBM Financial Management ConsultantJul 2011 - Jun 2013
..process and exposure to the role of a financial planner
Full Profile

Erika Marat Washington, DC

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Accounting Clerk • Accounting Bookkeeper • Bookkeeper • Apprentice • Student Worker • Public Relations Specialist • PR and Communications Professional • Public Relations Professinal • Planner • Bachelor of Science • Paralegal

Experience & Education

Position:
Tax Intern at Dixon Hughes Goodman LLP, Accountant at Padason LLC
Title:
Staff Accountant at Padason LLC
Location:
Washington D.C. Metro Area
Industry:
Accounting
Work history:
Dixon Hughes Goodman LLP - McLean, VATax Internsince Jan 2013Padason LLC - Tysons Corner, VAAccountantsince Jun 2011
Languages:
English, Turkish, Kazakh, Mongolian
Full Profile

Bob Lee Washington, DC

Professions & Specialties

Certified Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Manager • Operations Manager • School Principal • School Administrator • Educational Manager • Marketing Manager • Financial Manager • Advisor • Field Marketing Specialist • Marketing Administrator

Experience & Education

Position:
Manager Financial Services at The Mid-Atlantic Financial Group @ Prudential Financial
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Work history:
The Mid-Atlantic Financial Group @ Prudential Financial - Vienna, VAManager Financial Servicessince Nov 2012Lee Legacy Planning, LLC - Allstate Insurance Company PrincipalAug 2010 - Dec 2012
Skills:
Fixed Annuities, Retirement, Estate Planning, Strategic Financial Planning, Series 63, Financial...
Full Profile

Jay Bhandari Vienna, VA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Agent • Sales Representative • Sales Agent • Representative • Chief Executive Officer • Chief Executive • Corporate Executive • Master of Arts

Experience & Education

Work

Company:
Self
Marketing, customer care
Company:
Liberty mutual insurance
Personal agent

Skills

Management, Leadership, Relation building, Sales and Marketing,Big event planning, Analyzing and...
Full Profile

Danny Liu Vienna, VA

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Transition Manager • Work Force Services • Owner • Chief Executive • Chief Executive Officer • Co-Founder • Corporate Executive • Founder • Founding Member • Business Unit Manager • Business Administration Specialist • Operations Manager • Sales Representative • Supporting Member • Team Member • Property Manager • Real Estate Manager

Experience & Education

Work

Company:
Tai shan restaurant
Transition manager/minority owner
Company:
Interpretor
Chief executive member/co-founder
Full Profile

Jan Allen Vienna, VA

Professions & Specialties

Financial Planner • Mortgage Broker • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Mortgage Specialist • Loan Officers • Agent • Sales Representative • Client Service Officer • Sales Person • Buyer • Buyer and Seller • Customer Service • Counselor • Advisor • Partner • Chief Executive • Certified Nurse Aide • Nurse • Nurse Practitioner • Property Manager • Real Estate Manager • Real Estate Sales Agent

Experience & Education

Work:
Keller Williams
Vienna, VA
(703) 476-2137 (Phone)
About:
Some people think that all Realtors are alike. They are not… Jan Allen has over 25 years...
Full Profile

Kris Bartholomew Vienna, VA

Professions & Specialties

Buyers Agent • Puchasing and Estimating Manager • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Agent • Sales Representative • Financial Manager • Buyer and Seller • Investor • Guide • Tour Guide • Nurse • Nurse Practitioner

Experience & Education

Specialties:
Buyer's Agent, Listing Agent
Work:
Weichert
156 Maple Avenue, Vienna, VA 22180
Working as an Accountant and Financial Planner for many years
Full Profile

Financial Planners near Vienna, VA070140210280350WashingtonArlingtonBethesdaAlexandriaFairfaxMc LeanFalls ChurchAnnandaleSpringfield


Financial Planners around Vienna, VA

Alexandria  (13)
Annandale  (3)
Arlington  (19)
Bethesda  (13)
Fairfax  (10)
Falls Church  (4)
Mc Lean  (5)
Springfield  (2)
Washington  (348)

Financial Planners in Virginia

Sub-specializations

Financial Planner  (13)