Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Virginia? Claim Your ProfileVirginia Koontz is a financial advisor with over 10 years of experience in the financial services industry. Virginia is a Certified Financial Planner™ and holds the Series 7, Series 63, and SIE licenses. Virginia is currently registered with Steward Partners Investment Advisory, LLC, a firm that provides financial advisory services to individuals, families, and businesses. Virginia has a strong track record of providing personalized financial advice and helping clients reach their financial goals. Virginia is also a member of the board of directors of PlayDate, Inc., a non-profit children's museum. In addition, Virginia is the Managing Member of Hoot Owl Hollar Farm, LLC, a foriculture and floral design business.
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 03/20/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/26/2021
Series 7TO - General Securities Representative Examination
BC
Issued 01/16/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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