Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Virginia? Claim Your ProfileVirginia Malave Paneda is a financial advisor and has been working in the industry for over 25 years. She has a Series 7 and Series 66 license and is a Certified Financial Planner. Currently, Virginia works at RPS Retirement Plan Advisors as a Registered Investment Advisor (RIA). Previously, Virginia worked as a financial advisor at Charles Schwab & Co., Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Virginia specializes in providing retirement planning services to individuals and businesses.
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.
Guidance on pension options to ensure a secure financial future.
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
CA
05/06/2022 - Present
RPS Retirement Plan Advisors (San Jose CA)
TX
06/09/1999 - 11/10/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
06/05/1995 - 03/26/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 11/03/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/21/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/02/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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