Unclaimed
Virginia Koontz is a financial advisor with Steward Partners Investment Advisory, LLC. Virginia has been in the financial industry for over 10 years. Virginia has a Series 7, Series 63, and SIE licenses. Virginia is also a Certified Financial Planner. Virginia is registered to provide advisory services in 23 states. Virginia provides financial planning, portfolio management, and other advisory services to individuals, families, and businesses. Virginia is also a managing member of Hoot Owl Hollar Farm, LLC, a foriculture and floral design business. Virginia has a strong commitment to her community and is actively involved in various charitable organizations.
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.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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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VA
03/15/2024 - Present
Steward Partners Investment Advisory, LLC (CULPEPER VA)
VA
02/26/2021 - 03/15/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (Culpeper VA)
BC
Issued 3/20/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/26/2021
Series 7TO - General Securities Representative Examination
BC
Issued 1/16/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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