Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Virginia? Claim Your ProfileVirginia Owens has been a financial advisor for over a decade, beginning her career with SunTrust Investment Services in 2010. Virginia joined Truist Advisory Services in 2021 and has a broad range of experience working with individual investors and businesses, providing financial planning and portfolio management services. Virginia is committed to building long-term relationships with clients and providing them with customized financial solutions to help them achieve their goals.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
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2
TN
04/13/2021 - Present
Truist Advisory Services, Inc. (CLEVELAND TN)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
TN
08/21/2012 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (ATHENS TN)
TN
11/19/2010 - 07/10/2012
SUNTRUST INVESTMENT SERVICES, INC. (OOLTEWAH TN)
IA
Issued 12/07/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2012
Series 7 - General Securities Representative Examination
BC
Issued 11/18/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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