Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Virginia? Claim Your ProfileVirginia Tycksen is an investment advisor representative at Steward Partners Investment Advisory, LLC. Virginia has been in the financial services industry since 2006. Virginia holds the Series 7, Series 9, Series 10, Series 24 and Series 66 licenses. Virginia has experience working with clients including individuals, businesses, high-net-worth individuals, charitable organizations, pension and profit sharing plans, insurance companies and banking or thrift institutions. Virginia also serves as a board member for Southern Oregon Humane Society.
MEDFORD, OR
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.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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
OR
06/13/2024 - Present
Steward Partners Investment Advisory, LLC (MEDFORD OR)
OR
04/13/2007 - 08/26/2009
UBS FINANCIAL SERVICES INC. (MEDFORD OR)
OR
05/03/2006 - 03/06/2007
WELLS FARGO INVESTMENTS, LLC (ASHLAND OR)
BOTH
Issued 6/1/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 8/29/2023
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 4/10/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/2/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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