Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Virginia? Claim Your ProfileVirginia Marty is a financial advisor with PFS Investments Inc., located in Miami, Florida. Virginia has been in the industry since 2009. Virginia is a registered representative with FINRA and has licenses in Florida, Georgia, and New York. Virginia has experience working with individuals, corporations, and charitable organizations. She offers a range of financial services including portfolio management and financial planning.
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.
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.
A percentage of the total value of assets under management is charged.
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2
FL
05/17/2024 - Present
PFS Investments Inc. (MIAMI FL)
FL
10/09/2021 - 05/12/2022
PFS INVESTMENTS INC. (MIAMI FL)
FL
10/15/2018 - 09/20/2019
PFS INVESTMENTS INC. (MIAMI FL)
FL
04/24/2014 - 11/07/2016
PRINCIPAL SECURITIES, INC. (CORAL GABLES FL)
FL
05/29/2007 - 09/14/2012
CITIGROUP GLOBAL MARKETS INC. (KEY BISCAYNE FL)
FL
12/14/2006 - 05/29/2007
CITICORP INVESTMENT SERVICES (KEY BISCAYNE FL)
FL
04/28/2005 - 06/30/2006
SUNTRUST INVESTMENT SERVICES, INC. (MIAMI FL)
MO
09/28/2001 - 09/09/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
MO
10/01/2000 - 05/22/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
10/26/1999 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BC
Issued 10/27/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/17/2024
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 05/17/2024
Series 7TO - General Securities Representative Examination
BC
Issued 05/17/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/07/2016
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2000
Series 7 - General Securities Representative Examination
BC
Issued 10/25/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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