Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Virgil? Claim Your ProfileVirgil Wimberly is a financial advisor registered with Mariner Wealth, located in Phoenix, AZ. Virgil has been in the industry since 2005 and has experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Vision Investment Services, Inc., A. G. Edwards & Sons, Inc., and Citicorp Investment Services. Virgil specializes in financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Family office services
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.
A percentage of the total value of assets under management is charged.
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2
AZ
05/04/2022 - Present
Mariner Wealth (Phoenix AZ)
AZ
09/25/2008 - 09/03/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SCOTTSDALE AZ)
IL
01/07/2008 - 09/05/2008
VISION INVESTMENT SERVICES, INC. (MORTON GROVE IL)
IL
04/02/2007 - 01/08/2008
A. G. EDWARDS & SONS, INC. (WILLOWBROOK IL)
IL
05/31/2006 - 04/03/2007
CITICORP INVESTMENT SERVICES (RIVERFOREST IL)
BOTH
Issued 12/09/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/13/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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