Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Virginia? Claim Your ProfileVirginia Bowling Shields is an Investment Advisor Representative at Lexaurum Advisors. Virginia Bowling Shields has been in the industry since November 2005, working at firms such as VSR FINANCIAL SERVICES, INC. and VSR ADVISORY SERVICES before joining Lexaurum Advisors. Virginia Bowling Shields is registered with the state of Kansas. Virginia Bowling Shields holds licenses for Series 66, Series 24, SIE, and Series 7 exams.
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.
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.
Monthly fee
1
2
KS
10/12/2016 - Present
Lexaurum Advisors (OVERLAND PARK KS)
KS
04/18/2007 - 10/03/2016
VSR FINANCIAL SERVICES, INC. (OVERLAND PARK KS)
BOTH
Issued 05/01/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/01/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/03/2016
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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