Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Virginia? Claim Your ProfileVirginia Lind has been an active securities professional since February 11, 1991. Currently, Virginia is a Registered Representative at Planmember Securities Corp. Virginia is licensed in 22 states, and also has a license in Florida as an Investment Advisor Representative. Virginia has extensive experience in the financial industry, having previously worked at Sammons Securities Company, LLC, Walnut Street Securities, Inc., and North American Management, Inc. Virginia is a Chartered Financial Consultant. Virginia is committed to providing comprehensive financial services to her clients.
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.
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.
Provides investment supervisory services
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.
1
2
FL
11/15/2022 - Present
Planmember Securities Corp. (FORT WALTON BEACH FL)
FL
02/09/2002 - 03/19/2008
SAMMONS SECURITIES COMPANY, LLC (FT. WALTON BEACH FL)
CA
06/01/1996 - 02/09/2002
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
SD
02/08/1991 - 06/01/1996
NORTH AMERICAN MANAGEMENT, INC. (SIOUX FALLS SD)
BC
Issued 07/23/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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