Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Virginia? Claim Your ProfileVirginia Graves is an investment advisor representative with Sanctuary Advisors, LLC. Virginia has been in the industry since 1986. Virginia holds the following licenses: Series 63, Series 66, Series 7, Series 8 and SIE. Virginia also has experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Virginia specializes in providing financial planning, pension consulting and educational seminars.
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
IN
11/14/2022 - Present
Sanctuary Advisors, LLC (INDIANAPOLIS IN)
OR
03/21/2013 - 09/07/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BEND OR)
NA
09/29/1986 - 01/04/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BOTH
Issued 06/07/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/31/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/07/1988
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Virginia Graves is the right advisor for you? Invested Better is here to help.
