Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Virginia? Claim Your ProfileVirginia Wilson is a financial advisor at Cetera Investment Advisers LLC. Virginia has been in the financial services industry since 2014, and has a strong understanding of the investment landscape. Virginia is a Certified Financial Planner and holds Series 63, 65, 7TO and SIE licenses. Virginia has a wide range of experience working with individual clients and families, as well as businesses. Virginia is committed to providing clients with personalized financial planning and investment advice. Virginia is an active member of the Foundation for Financial Planning, offering pro bono financial planning services to those in need.
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.
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
03/21/2024 - Present
Cetera Investment Advisers LLC (MOUNT PLEASANT SC)
BC
Issued 12/11/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/24/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/04/2021
Series 7TO - General Securities Representative Examination
BC
Issued 05/17/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Virginia Wilson is the right advisor for you? Invested Better is here to help.
