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Virginia E. Havens

Ministry Partners Securities, LLC

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About Virginia E. Havens

Virginia Havens is a registered representative with Ministry Partners Securities, LLC. Virginia has been in the securities industry since 2006 and has been associated with Ministry Partners Securities, LLC since 2012. Virginia has a total of 13 state registrations and is also registered with FINRA. Virginia is a licensed Series 7, Series 66 and Series 99TO General Securities Representative. Virginia specializes in working with high net worth individuals, corporations or other businesses, charitable organizations and individuals other than high net worth.

Firm Information

Virginia Havens is currently registered with Ministry Partners Securities, LLC. Ministry Partners Securities, LLC is a Limited Liability Company formed in April 2010. The firm is registered with the SEC and is also registered in 26 states. They specialize in providing financial planning, referral to third-party money managers, and selection of other advisors. The firm manages approximately $17.9 million in assets for 169 clients, including individuals, charitable organizations, corporations, and high-net-worth individuals. They have a team of 4 licensed agents, investment advisor representatives, registered representatives, and investment advisory functions.

$17.94M

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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referral to third-party money managers

Referral to third-party money managers

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Referral fees

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Virginia Havens’s Registration & Firm History

CA

01/01/2025 - Present

Ministry Partners Securities, LLC (BREA CA)

CA

11/27/2006 - 12/10/2011

STRONGTOWER FINANCIAL, INC. (FRESNO CA)

CA

09/09/2005 - 02/01/2006

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FRESNO CA)

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Licenses & Designations

BOTH

Issued 10/05/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/08/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Virginia E. Havens.
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