Unclaimed
Virginia Irene Woods is a financial advisor with Truist Advisory Services, Inc. Virginia has 8 years of experience in the financial industry and holds Series 6, 7, and 66 securities licenses. Virginia has been registered with Truist Advisory Services, Inc. since 2021. Previously, Virginia was a registered representative with BB&T SECURITIES, LLC and BB&T Investment Services, Inc. and also worked with Cetera Investment Services LLC. Virginia works with a wide range of clients, including individuals, families, businesses, and trusts. Virginia provides financial planning, portfolio management, and other advisory services.
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.
1
2
PA
02/17/2021 - Present
Truist Advisory Services, Inc. (NEW FREEDOM PA)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
PA
11/04/2015 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (NEW FREEDOM PA)
PA
12/16/2014 - 11/03/2015
CETERA INVESTMENT SERVICES LLC (NEW FREEDOM PA)
BOTH
Issued 09/29/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2016
Series 7 - General Securities Representative Examination
BC
Issued 12/16/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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