Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Virginia? Claim Your ProfileVirginia Wasser has been in the financial services industry since 1979. Virginia is currently registered with Morgan Stanley as an investment advisor representative. Virginia holds licenses in Florida and Texas. Prior to joining Morgan Stanley, Virginia was with Morgan Stanley & Co. Incorporated, Citigroup Global Markets Inc., Lehman Brothers Inc., and Thomson McKinnon Securities Inc. Virginia also has a Series 7, Series 5, Series 15, and Series 63 licenses.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
06/01/2009 - Present
Morgan Stanley (West Palm Beach FL)
FL
05/23/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (PALM BEACH FL)
FL
07/31/1993 - 06/12/2008
CITIGROUP GLOBAL MARKETS INC. (BOCA RATON FL)
NY
10/14/1980 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
06/21/1979 - 11/10/1980
THOMSON MCKINNON SECURITIES INC.
IA
Issued 06/05/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/04/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/1984
Series 15 - Foreign Currency Options Examination
BC
Issued 10/17/1981
Series 5 - Interest Rate Options Examination
BC
Issued 06/16/1979
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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