Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Virgil? Claim Your ProfileVirgil Victor Willard is a financial advisor at Raymond James Financial Services Advisors, Inc., working out of the Charleston, SC office. Virgil has been in the financial services industry since 2014, and holds the Series 7TO, Series 63 and SIE licenses. Virgil's experience allows them to provide financial planning, portfolio management, and other services to individuals, businesses, and institutions. Virgil also holds the Certified Financial Planner designation.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
SC
05/19/2022 - Present
Raymond James Financial Services Advisors, Inc. (Charleston SC)
BC
Issued 03/28/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/01/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/30/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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