Unclaimed
Virginia Krieger Sutton is a financial advisor with over 20 years of experience in the financial services industry. Virginia is currently a Registered Representative and Investment Advisor Representative with Global Retirement Partners LLC. Prior to joining Global Retirement Partners LLC, Virginia was with LPL Financial LLC. She is a licensed and registered investment advisor in California, Florida, Massachusetts, Minnesota, New Jersey, North Carolina, Pennsylvania and Texas. Virginia's specializations include Retirement Planning, College Savings, Estate Planning, Insurance and Long-Term Care Planning.
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.
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.
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2
CA
09/17/2014 - Present
Global Retirement Partners LLC (SAN RAFAEL CA)
CA
09/12/2014 - 05/07/2015
LPL FINANCIAL LLC (DALY CITY CA)
CA
12/01/2005 - 09/12/2014
FINANCIAL TELESIS INC (DALY CITY CA)
MN
07/16/1997 - 12/02/2005
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
IA
Issued 03/08/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/22/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/07/2015
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1998
Series 7 - General Securities Representative Examination
BC
Issued 07/15/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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