Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Virginia? Claim Your ProfileVirginia Fiveash is a financial advisor with Raymond James & Associates, Inc., based in Atlanta, Georgia. Virginia has been in the financial services industry since 1994 and has held various positions at different firms. Virginia has a strong background in financial planning, portfolio management, and investment advisory services. Virginia has a Series 7, Series 24 and Series 63 license.
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.
Please see note in schedule d - miscellaneous
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.
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2
GA
06/26/2018 - Present
Raymond James & Associates, Inc. (ATLANTA GA)
GA
01/23/2015 - 06/27/2018
THE STRATEGIC FINANCIAL ALLIANCE, INC. (ATLANTA GA)
GA
09/25/2014 - 12/04/2014
KOVACK SECURITIES INC. (MARIETTA GA)
GA
02/22/2011 - 09/24/2014
RESOURCE HORIZONS GROUP LLC (MARIETTA GA)
GA
02/10/2004 - 06/23/2009
CITIGROUP GLOBAL MARKETS INC. (ATLANTA GA)
FL
08/08/2000 - 03/10/2003
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
NJ
06/01/1994 - 03/31/1997
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BC
Issued 11/08/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/13/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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