Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Virginia? Claim Your ProfileVirginia Mulligan is a financial advisor currently registered with Osaic FA, Inc., located in RADNOR, Pennsylvania. Virginia has been in the industry since 1999 and has experience with various financial products and services. Virginia has passed the Securities Industry Essentials Examination and the Investment Company Products/Variable Contracts Representative Examination. She has experience working with individuals, corporations, pension and profit-sharing plans, charitable organizations, and other entities.
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.
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.
Retirement plan consulting services provided on a limited basis.
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.
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2
PA
02/27/2004 - Present
Osaic FA, Inc. (RADNOR PA)
IN
02/27/2004 - 04/05/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MA
07/21/2003 - 11/21/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
NY
03/09/2001 - 06/07/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
10/01/1996 - 03/22/2001
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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