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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Virginia? Claim Your ProfileVirginia Wu is an investment advisor representative with Curi RMB Capital, LLC. Virginia has been in the financial industry for over 10 years. Virginia is a Certified Financial Planner and holds the Series 63, Series 66 and Series 7 licenses. Virginia has previous experience at Fidelity Brokerage Services LLC and GEnEOS Wealth Management, INC.. Virginia focuses on advising individuals, high-net-worth individuals, corporations and businesses, investment companies, pooled investment vehicles, and pension and profit sharing plans.
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.
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.
Strategic management for diversified investment portfolios.
Sponsor, general partner, managing member (or equivalent) of pooled investment vehicles
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CO
06/27/2024 - Present
Curi RMB Capital, LLC (Denver CO)
CO
07/20/2021 - 05/31/2024
GENEOS WEALTH MANAGEMENT, INC. (LONE TREE CO)
NC
09/19/2014 - 07/16/2021
FIDELITY BROKERAGE SERVICES LLC (DURHAM NC)
BOTH
Issued 04/01/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/03/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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