Unclaimed
Virginia Dell Wright is a registered investment advisor representative with Osaic Wealth, Inc. Virginia has been in the financial services industry for over 29 years and has experience in both individual and institutional investment management. Virginia is committed to providing personalized financial advice and investment management services to her clients. Virginia is also a licensed insurance agent and offers a variety of insurance products to her clients. Virginia's previous experience includes working for Woodbury Financial Services, Inc., ING Financial Partners, Inc., and Copeland Equities, Inc. Virginia has a strong understanding of the financial markets and a commitment to providing her clients with the best possible service.
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.
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
OK
01/19/2024 - Present
Osaic Wealth, Inc. (OKLAHOMA CITY OK)
OK
06/21/2004 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OKLAHOMA CITY OK)
CT
01/30/2002 - 06/22/2004
ING FINANCIAL PARTNERS, INC. (WINDSOR CT)
NE
08/28/2001 - 01/25/2002
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
CT
02/03/1999 - 08/24/2001
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
NJ
03/29/1994 - 02/04/1999
COPELAND EQUITIES, INC. (SOMERSET NJ)
IA
Issued 03/14/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/22/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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