Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Virginia? Claim Your ProfileVirginia Copley has been a financial professional since 2007. Virginia has a breadth of experience working with a variety of firms like BB&T Securities, LLC, Truist Investment Services, Inc., and PNC Investments. Virginia is currently registered as a registered representative with Tiaa-Cref Individual & Institutional Services, LLC. Virginia specializes in Financial Planning, Selection of Other Advisors, and Portfolio Management for Individuals.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
OH
05/28/2024 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CINCINNATI OH)
OH
09/05/2023 - 03/14/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (Cincinnati OH)
WV
12/10/2019 - 10/25/2021
TRUIST INVESTMENT SERVICES, INC. (CHARLESTON WV)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
KY
07/14/2010 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (CRESTVIEW HILLS KY)
KY
11/13/2009 - 07/13/2010
PNC INVESTMENTS (LOUISVILLE KY)
KY
05/07/2008 - 11/13/2009
NATCITY INVESTMENTS, INC. (LA GRANGE KY)
KY
06/06/2007 - 05/01/2008
CITIGROUP GLOBAL MARKETS INC. (LOUISVILLE KY)
BOTH
Issued 06/19/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/29/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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