Unclaimed
Virginia Sterner has been in the financial services industry since 1991 and is currently a registered representative with Edward Jones. Virginia has a strong track record of success in the industry, having worked with a number of different firms in the past. Virginia is dedicated to providing clients with personalized financial advice that meets their individual needs. Virginia is also a Registered Investment Advisor and holds both Series 7 and Series 65 licenses. Virginia is committed to building long-term relationships with clients and providing them with the guidance they need to 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.
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.
See schedule d - miscellaneous
1
2
AR
01/10/2019 - Present
Edward Jones (MENA AR)
AR
05/29/1996 - 07/14/1997
BOATMEN'S INVESTMENT SERVICES OF ARKANSAS, INC. (LITTLE ROCK AR)
MO
02/20/1996 - 07/10/1997
BOATMEN'S INVESTMENT SERVICES, INC. (ST. LOUIS MO)
CA
04/11/1995 - 03/06/1996
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
OR
07/16/1993 - 04/19/1995
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
NY
10/22/1992 - 07/13/1993
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
MN
05/02/1991 - 11/06/1992
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/02/1991 - 11/06/1992
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 07/03/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/01/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/1991
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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