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527 advisors near
23321
within the area shown on the map
Out of 400,000+ nationwide
Alexandria W
Series 66
Norfolk, VA
UBS Financial Services
Alexandria Wiles is a financial advisor at UBS Financial Services with six years of industry experience. She has worked at UBS since 2019 and previously held roles at Merrill and in the restaurant industry. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.
Natalie L
Series 66
Chesapeake, VA
Edward Jones
Natalie Lippincott is a financial advisor with Edward Jones in Chesapeake, VA, holding a Series 66 designation and totaling one year of industry experience. Her work history includes multiple roles at Edward Jones dating back to 2015, as well as positions at Digital Nation USA, Spin Modern, and Al-Anon Family Groups, Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, tax-efficient services, and affiliated investment products through a widespread network of advisors and branch offices.
Mark D
Series 63, Series 65
Norfolk, VA
UBS Financial Services
Mark Desalvo is a financial advisor at UBS Financial Services with 38 years of industry experience. He has been with UBS since 2011 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he previously operated a personal music group from 2016 to 2018. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management, utilizing research and proprietary asset allocation models to tailor client strategies.
Domenick S
Series 63, Series 65, Series 66
Norfolk, VA
Wells Fargo Clearing
Domenick Serafine is a financial advisor with Wells Fargo Clearing, holding Series 63, 65, and 66 licenses and 26 years of industry experience. He has worked at Wells Fargo entities since 2009 and previously spent a year at Prudential Equity Group. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services, managing approximately $671 billion in assets through a network of over 14,000 financial advisors.
Jakob R
Series 63, Series 65
Norfolk, VA
Wells Fargo Clearing
Jakob Richmond is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials. He has been with Wells Fargo Clearing since 2026 and has prior experience at Wells Fargo Bank, nA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm combines research and analytics with broad product distribution through its bank and insurance affiliates.
Andrew M
Series 65
Chesapeake, VA
MFB Investments, LLC
Andrew Martin is a financial advisor at MFB Investments, LLC with 14 years of industry experience. He holds a Series 65 designation and has worked at Corbin & Company, PC, a public accounting firm where he serves as Vice President and is involved in administration, assurance, tax, litigation support, and business consulting. MFB Investments, LLC provides financial planning and assists clients, including individuals and corporations, in selecting third-party money managers. The firm does not directly manage assets but offers written recommendations and refers clients to external advisers for investment management.
Holly M
Series 63, Series 65
Chesapeake, VA
MFB Investments, LLC
Holly Martin is a financial advisor with MFB Investments, LLC in Chesapeake, VA, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. She is also a vice president and full-time employee at Corbin & Company, PC, a public accounting firm where she provides tax services, litigation support, and business consultations. MFB Investments, LLC offers financial planning and assists clients—including individuals, high-net-worth clients, corporations, and business entities—in selecting third-party money managers. The firm provides written recommendations and client discretion in implementation, does not manage client assets directly, and refers clients to external advisers when investment management is appropriate.
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Finding advisors...
527 advisors near
23321
within the area shown on the map
Out of 400,000+ nationwide