Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Virginia? Claim Your ProfileVirginia Oakes is a financial advisor with over 30 years of experience in the industry. Virginia is currently registered with LPL Financial LLC. Previously, Virginia was registered with WS Griffith Securities, Inc., U.S. Bancorp Investments, Inc., U.S. Bancorp Securities, and Invest Financial Corporation. Virginia is licensed to provide financial services in 21 states including Alaska, Arizona, California, Colorado, Florida, Hawaii, Idaho, Indiana, Maryland, Montana, Nebraska, Nevada, New York, North Carolina, Oregon, South Dakota, Texas, Utah, Washington, Wisconsin, and Wyoming. Virginia holds Series 6 and SIE licenses and has passed the Uniform Securities Agent State Law Examination.
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.
Consulting and other non-discretionary advisory services
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
ID
06/02/2004 - Present
LPL Financial LLC (ST. MARIES ID)
CT
06/23/1998 - 06/07/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
MN
09/03/1997 - 04/20/1998
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
OR
05/13/1996 - 09/03/1997
U.S. BANCORP SECURITIES (PORTLAND OR)
WI
12/10/1992 - 05/20/1996
INVEST FINANCIAL CORPORATION (APPLETON WI)
BC
Issued 02/06/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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