Advisors at this firm
Kristy D
Series 65
Virginia Beach, VA
Financial Security Advisory Inc
Kristy De Jarnette is a financial advisor with Financial Security Advisory Inc., holding a Series 65 designation and two years of industry experience. She previously worked at Farmers Bankshares, Inc. for 15 years before joining Financial Security Management, Inc. in 2022. Outside of her advisory role, she serves as treasurer for both the Western Tidewater Free Clinic and the Windsor Athletic Association. Financial Security Advisory, Inc. serves individuals, trusts, estates, pension and profit-sharing plans, and business entities through discretionary portfolio management and comprehensive financial planning. The firm emphasizes asset allocation and a long-term buy-and-hold strategy, using quantitative screening and qualitative due diligence to select investments, and offers access to alternative investments and the Charles Schwab Managed Advisory Platform.
Frederick C
Series 63, Series 65
Naples, FL
Financial Security Advisory Inc
Frederick Conti is a financial advisor at Financial Security Advisory Inc with 26 years of industry experience. He holds Series 63 and Series 65 credentials. His career includes over two decades at Financial Security Management, Inc. Frederick is also an agent at Financial Security Group, Inc., where he prepares financial plans and provides advisory services. Financial Security Advisory, Inc. serves individuals, trusts, estates, pension and profit-sharing plans, and business entities through discretionary portfolio management and comprehensive financial planning. The firm focuses on asset allocation and a long-term buy-and-hold approach, utilizing quantitative screening and qualitative due diligence in its investment process.
Charles M
Series 66
Va Beach, VA
Financial Security Advisory Inc
Charles Mckinney is a financial advisor at Financial Security Advisory Inc with 25 years of industry experience. He holds a Series 66 designation and has been with Financial Security Management, Inc. since 2000. Outside of his advisory role, he serves as CFO for International Medical Direction, Inc., a company providing emergency EMT support. Financial Security Advisory, Inc. serves individuals, trusts, estates, pension and profit-sharing plans, and business entities through discretionary portfolio management and comprehensive financial planning. The firm emphasizes asset allocation and a long-term buy-and-hold approach, combining quantitative screening with qualitative due diligence and committee oversight.
Charles J
CFP®, ChFC®, Series 63, Series 65
Newport News, VA
Financial Security Advisory Inc
Charles Jenks is a CFP® and ChFC® with 39 years of experience in financial advisory services. He has been with Financial Security Advisory, Inc. since 1997. In addition to his advisory role, he serves as Vice President of Financial Security Group, Inc., where he is involved in life and health insurance sales and financial planning. Financial Security Advisory, Inc. provides discretionary portfolio management and comprehensive financial planning to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm emphasizes asset allocation and a long-term buy-and-hold approach, employing quantitative screening and qualitative due diligence in its investment process.
Glenn S
Series 63, Series 65
Darien, IL
Financial Security Advisory Inc
Glenn Schwalje is a financial advisor with Financial Security Advisory, Inc. He holds Series 63 and Series 65 designations and has 26 years of industry experience. His prior roles include positions at Jackson National Life Distributors, MIAC Capital Markets LLC, and World Equity Group, Inc. Outside of advisory work, he provides compliance consulting through Oyster Consulting, LLC. Financial Security Advisory, Inc. serves individuals, trusts, estates, pension and profit-sharing plans, and business entities with discretionary portfolio management and comprehensive financial planning. The firm emphasizes asset allocation and a long-term buy-and-hold strategy, utilizing quantitative screening and qualitative due diligence to manage portfolios.
April W
CFP®, Series 63, Series 65
Virginia Beach, VA
Financial Security Advisory Inc
April Waff Mano is a CFP® professional with 21 years of industry experience, currently serving at Financial Security Management, Inc. since 2002. She holds Series 63 and Series 65 licenses and is also an insurance agent involved in life and health insurance sales and financial advisory services. Financial Security Advisory, Inc. serves individuals, trusts, estates, pension and profit-sharing plans, and business entities through discretionary portfolio management and comprehensive financial planning. The firm emphasizes asset allocation and a long-term buy-and-hold approach, combining quantitative screening with qualitative due diligence.
Denise S
Series 63, Series 65
Virginia Beach, VA
Financial Security Advisory Inc
Denise Setzer is a financial advisor with Financial Security Advisory Inc in Virginia Beach, VA, holding Series 63 and Series 65 licenses and six years of industry experience. She previously worked at Midgett Preti Olanson from 2014 to 2018 and has been with Financial Security Management, Inc since 2019. Outside of her advisory role, she owns an aromatherapy business focused on essential oils. Financial Security Advisory, Inc. serves individuals, trusts, estates, pension and profit-sharing plans, and business entities with discretionary portfolio management and comprehensive financial planning. The firm emphasizes asset allocation and a long-term buy-and-hold approach, utilizing quantitative screening and qualitative due diligence in its investment selection.
Alison R
Series 63, Series 65
Virginia Beach, VA
Financial Security Advisory Inc
Alison Rodriguez is a financial advisor at Financial Security Advisory Inc with nine years of industry experience. She holds Series 63 and Series 65 designations and has been with Financial Security Management, Inc. since 2016. Financial Security Advisory, Inc. serves individuals, trusts, estates, pension and profit-sharing plans, and business entities through discretionary portfolio management and comprehensive financial planning. The firm emphasizes asset allocation and a long-term buy-and-hold approach, utilizing both quantitative screening and qualitative due diligence in managing client portfolios.
Kelly T
Series 63, Series 65
Virginia Beach, VA
Financial Security Advisory Inc
Kelly Taylor is a financial advisor with Financial Security Advisory Inc in Virginia Beach, VA, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Financial Security Management, Inc., Taylor was a homemaker for six years. Outside of advisory duties, Taylor serves as an agent for Financial Security Group, Inc., providing life and health insurance sales and financial planning services. Financial Security Advisory, Inc. serves individuals, trusts, estates, pension and profit-sharing plans, and business entities with discretionary portfolio management and comprehensive financial planning. The firm emphasizes asset allocation and a long-term buy-and-hold approach, utilizing quantitative screening and qualitative due diligence, while also offering access to alternative investments and the Charles Schwab Managed Advisory Platform.
Gayle B
CFP®, ChFC®, Series 63, Series 65, Series 66
Va Beach, VA
Financial Security Advisory Inc
Gayle Blachura is a financial advisor at Financial Security Advisory Inc with 25 years of industry experience. She holds the CFP® and ChFC® designations and has been with Financial Security Management, Inc. since 2000. In addition to her advisory role, she is an agent involved in life and health insurance sales and financial planning. Financial Security Advisory, Inc. serves individuals, trusts, estates, pension and profit-sharing plans, and business entities through discretionary portfolio management and comprehensive financial planning. The firm emphasizes asset allocation and a long-term buy-and-hold approach, utilizing quantitative screening and qualitative due diligence in its investment selection.
Eugene C
CFP®, Series 63, Series 65
Va Beach, VA
Financial Security Advisory Inc
Eugene Carracino is a CFP® professional with 32 years of experience, currently serving at Financial Security Advisory Inc. since 1997. He also engages in negotiating vehicle purchases for clients and referrals. Financial Security Advisory, Inc. provides discretionary portfolio management and comprehensive financial planning to individuals, trusts, estates, pension and profit-sharing plans, and business entities, emphasizing asset allocation and a long-term buy-and-hold strategy supported by quantitative and qualitative analysis.
John O
CFP®, Series 63, Series 65
Virginia Beach, VA
Financial Security Advisory Inc
John Orlando is a CFP® with 30 years of experience in financial advisory services, currently serving at Financial Security Advisory Inc. since 1997. He holds Series 63 and Series 65 licenses and acts as Vice President of Financial Security Group, Inc., where he is involved in life and health insurance sales and financial planning. Financial Security Advisory Inc. provides discretionary portfolio management and comprehensive financial planning to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm emphasizes asset allocation and a long-term buy-and-hold investment approach, using quantitative screening and qualitative due diligence, and offers access to alternative investments and the Charles Schwab Managed Advisory Platform.
Enrique T
CFP®, Series 66
Virginia Beach, VA
Financial Security Advisory Inc
Enrique Tomeu is a CFP® professional with 25 years of experience in the financial advisory industry. He is affiliated with Financial Security Advisory Inc and has been leading Tomeu Wealth Management since 2005. His background includes long-term involvement in both wealth management and life and health insurance sales. Financial Security Advisory Inc serves individuals, trusts, estates, pension and profit-sharing plans, and business entities with discretionary portfolio management and comprehensive financial planning. The firm focuses on asset allocation and a long-term buy-and-hold strategy, utilizing quantitative screening and qualitative due diligence to select funds and securities.
Alana R
Series 65
Virginia Beach, VA
Financial Security Advisory Inc
Alana Ripley is a financial advisor at Financial Security Advisory Inc with a Series 65 designation and two years of industry experience. Prior to joining Financial Security Advisory, she was affiliated with Financial Security Management, Inc. and has experience as a photographer and owner of a photography business. Financial Security Advisory, Inc. serves individuals, trusts, estates, pension and profit-sharing plans, and business entities through discretionary portfolio management and comprehensive financial planning. The firm emphasizes asset allocation and a long-term buy-and-hold approach, combining quantitative screening with qualitative due diligence and ongoing committee oversight.
Susan S
Series 65
Virginia Beach, VA
Financial Security Advisory Inc
Susan Shum is a financial advisor at Financial Security Advisory Inc. with 10 years of industry experience. She holds a Series 65 designation and has worked at Financial Security Management, Inc. since 2015. Financial Security Advisory, Inc. provides discretionary portfolio management and comprehensive financial planning to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm emphasizes asset allocation and a long-term buy-and-hold strategy, using quantitative screening and qualitative due diligence, with services that include managed portfolios and planning guidance on tax, estate, and retirement matters.