Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Virginia? Claim Your ProfileVirginia Schlosser is an Investment Advisor Representative registered with Royal Fund Management, LLC. Virginia is a licensed insurance agent with over 10 years of experience in the financial services industry. Virginia has a strong background in providing financial planning and portfolio management services to individuals, businesses, and high-net-worth clients. Virginia has an extensive understanding of the investment landscape and is committed to providing her clients with personalized financial guidance and tailored investment strategies. Virginia is passionate about helping her clients achieve their financial goals and has a proven track record of success. Virginia holds a Series 65 license.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-advisor to other advisers
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.
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FL
09/14/2023 - Present
Royal Fund Management, LLC (Jacksonville Beach FL)
IA
Issued 07/20/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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