Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Virginia? Claim Your ProfileVirginia Panjvani is a financial advisor with Stifel, Nicolaus & Company, Inc.. Virginia has been in the industry since 1977. Virginia has a Series 63 and Series 7. Virginia's firm, Stifel, Nicolaus & Company, Inc. is a national firm with offices in several states. Virginia specializes in working with individuals, businesses, insurance companies, investment companies, charitable organizations, pension and profit-sharing plans, high-net-worth individuals, pooled investment vehicles, banking or thrift institutions, corporations or other businesses, and state or municipal government entities. Virginia is able to provide a wide range of services to her clients including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
09/07/2018 - Present
Stifel, Nicolaus & Company, Inc. (SAN DIEGO CA)
CA
09/28/1988 - 09/17/2018
UBS FINANCIAL SERVICES INC. (SAN DIEGO CA)
NA
10/14/1980 - 10/06/1988
BATEMAN EICHLER, HILL RICHARDS, INCORPORATED
NA
01/31/1980 - 10/09/1980
PAINE, WEBBER, JACKSON & CURTIS INC.
NA
03/01/1977 - 01/31/1980
BLYTH EASTMAN DILLON & CO. INCORPORATED
BC
Issued 12/14/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/1977
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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