Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Virginia? Claim Your ProfileVirginia Bria has been a registered representative for 29 years. Virginia is currently registered with LPL Financial LLC. Virginia has also been previously registered with SUNAMERICA SECURITIES, INC., ARAGON FINANCIAL SERVICES, INC., and FINANCIAL NETWORK INVESTMENT CORPORATION. Virginia has passed the Series 63, 65, 6, 7, 24, 26, 51 and SIE exams. Virginia is also licensed in 14 states for both broker-dealer and investment advisor activities. Virginia offers financial planning and investment management services.
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.
Consulting and other non-discretionary advisory 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.
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2
CA
09/01/2016 - Present
LPL Financial LLC (LODI CA)
AZ
05/10/2001 - 04/14/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
CA
03/06/1996 - 05/15/2001
ARAGON FINANCIAL SERVICES, INC. (IRVINE CA)
CA
01/17/1996 - 03/21/1996
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
CA
05/24/1994 - 12/31/1995
ARAGON FINANCIAL SERVICES, INC. (IRVINE CA)
IA
Issued 03/13/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/12/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 03/12/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/23/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2000
Series 7 - General Securities Representative Examination
BC
Issued 05/23/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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