Unclaimed
Virginia Arnold is a financial advisor with over 30 years of experience in the industry. Virginia is currently registered with Captrust and holds a Series 7, Series 24, Series 51, and Series 63 license. She is also a Certified Financial Planner. Virginia has a strong track record of providing financial advice to individuals, families, and businesses. Her experience includes providing financial planning, portfolio management, and retirement planning services. Virginia is committed to providing her clients with personalized financial advice that meets their individual needs.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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TN
12/21/2022 - Present
Captrust (Brentwood TN)
TN
01/24/1994 - 12/31/2020
TRUSTCORE INVESTMENTS LLC (BRENTWOOD TN)
BC
Issued 01/27/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/10/2013
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 09/26/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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