Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Virgil? Claim Your ProfileVirgil Oliver Rosser has over 30 years of experience in the financial services industry. Virgil is currently registered as a Registered Representative with Wells Fargo Clearing Services, LLC, where Virgil has been employed since November 2016. Virgil has also been employed with Wells Fargo Advisors LLC since May 2009. Virgil is a Registered Representative in Texas. Previous experience includes working with Principal Financial Securities, Inc., Eверен Securities, Inc., Lovett Underwood Neuhaus & Webb, Inc., Underwood, Neuhaus & Co., Incorporated, and Rotan Mosle Inc. Virgil holds a Series 3, 7, 63, and 65 license. Virgil is also a Registered Investment Advisor in Texas. Virgil's specialties include investments for individuals, businesses, corporations, charitable organizations, and pension plans.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
05/11/1998 - Present
Wells Fargo Clearing Services, LLC (SAN ANTONIO TX)
TX
08/25/1995 - 05/11/1998
PRINCIPAL FINANCIAL SECURITIES,INC. (DALLAS TX)
MO
09/04/1990 - 08/24/1995
EVEREN SECURITIES, INC. (ST. LOUIS MO)
NA
11/13/1989 - 09/04/1990
LOVETT UNDERWOOD NEUHAUS & WEBB, INC.
TX
02/17/1989 - 11/13/1989
UNDERWOOD, NEUHAUS & CO., INCORPORATED (HOUSTON TX)
NA
05/25/1988 - 12/19/1988
ROTAN MOSLE INC.
IA
Issued 12/18/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/03/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/1994
Series 3 - National Commodity Futures Examination
BC
Issued 05/21/1988
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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