Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Virginia? Claim Your ProfileVirginia McGrody is a financial professional with over 25 years of experience in the financial services industry. Virginia currently works as an investment advisor representative for Avantax Advisory Services in Lebanon, New Hampshire. Virginia has a strong background in accounting and tax preparation, and she is also a certified public accountant. Virginia provides a variety of financial services to her clients, including financial planning, investment management, and retirement planning. Virginia is committed to providing her clients with personalized service and helping 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.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
NH
10/25/2019 - Present
Avantax Advisory Services (LEBANON NH)
NH
09/08/2017 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (LEBANON NH)
BOTH
Issued 09/28/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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