Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Virginia? Claim Your ProfileVirginia Lee Lynn is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Virginia has been in the financial services industry since 1992 and is registered to offer investment advice in multiple states. Virginia has a wide range of experience, and her client base includes individuals, corporations, and institutions. Virginia offers a variety of financial services, including portfolio management, financial planning, and investment consulting. She is committed to providing her clients with personalized advice and strategies to help them achieve their financial goals.
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.
Investment consulting services to institutional clients
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
FL
05/06/2022 - Present
Wells Fargo Advisors Financial Network, LLC (JUPITER FL)
FL
01/10/2014 - 05/05/2022
WELLS FARGO CLEARING SERVICES, LLC (PALM BEACH GARDENS FL)
FL
06/01/2009 - 01/16/2014
MORGAN STANLEY (NORTH PALM BEACH FL)
FL
06/03/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NORTH PALM BEACH FL)
MO
10/09/2001 - 06/08/2005
EDWARD JONES (ST. LOUIS MO)
AZ
10/18/1990 - 12/31/1997
SPELMAN & CO., INC. (PHOENIX AZ)
AZ
04/05/1991 - 12/31/1992
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
NA
10/18/1989 - 10/10/1990
JONATHAN ALAN & CO., INC.
NA
03/02/1989 - 10/25/1989
WILLIAM M. CADDEN & CO., INC.
IA
Issued 12/27/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/11/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/08/2022
Series 24 - General Securities Principal Examination
BC
Issued 04/25/1990
Series 39 - Direct Participation Programs Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 10/08/2001
Series 7 - General Securities Representative Examination
BC
Issued 02/21/1989
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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