Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Virginia? Claim Your ProfileVirginia Garcia is a financial advisor who has been in the industry since June 24, 2012. Virginia is currently registered with Ameriprise Financial Services, LLC and has been employed by them since March 2020. Virginia previously worked for Morgan Stanley Smith Barney from April 2012 and Morgan Stanley Private Bank, National Association from January 2015. Virginia is registered in 26 states for Broker-Dealer activities and 2 states for Investment Advisor activities. Virginia has a Series 7 and Series 66 license and also holds a Series SIE license. Virginia specializes in asset allocation services, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
FL
01/12/2018 - Present
Ameriprise Financial Services, LLC (TAMPA FL)
FL
06/25/2012 - 04/13/2016
MORGAN STANLEY (TAMPA FL)
BOTH
Issued 07/20/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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