Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Virginia? Claim Your ProfileVirginia Laclair is a financial advisor with Fidelity Personal and Workplace Advisors. Virginia has been in the financial industry since April 19, 2010 and has held previous positions with FSC Securities Corporation, Morgan Stanley and Wells Fargo Advisors. Virginia holds Series 7, 63, and 65 licenses, along with the SIE. Virginia is registered to provide investment advice in South Carolina and Texas. Virginia is an active member of the Planters Row HOA Board.
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.
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.
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.
1
2
SC
02/08/2021 - Present
Fidelity Personal AND Workplace Advisors (MAULDIN SC)
SC
01/31/2014 - 02/24/2015
FSC SECURITIES CORPORATION (BLUFFTON SC)
SC
11/21/2011 - 02/07/2014
MORGAN STANLEY (BLUFFTON SC)
SC
04/02/2010 - 11/07/2011
WELLS FARGO ADVISORS, LLC (BLUFFTON SC)
IA
Issued 04/18/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/17/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Virginia Laclair is the right advisor for you? Invested Better is here to help.
