Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Virginia? Claim Your ProfileVirginia Allen is a financial advisor with Janney Montgomery Scott LLC, a firm with over $85 billion in assets under management. Virginia has been working in the financial services industry since 1998. Virginia Allen holds Series 63, 66, and 7 licenses and is a registered investment advisor in South Carolina and Texas. Virginia Allen is also registered with FINRA. Virginia Allen offers a range of financial services to individual and institutional clients, including financial planning, portfolio management, and educational seminars.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
SC
11/20/2017 - Present
Janney Montgomery Scott LLC (Florence SC)
SC
01/01/2008 - 11/28/2017
WELLS FARGO CLEARING SERVICES, LLC (FLORENCE SC)
SC
05/18/1998 - 01/03/2008
A. G. EDWARDS & SONS, INC. (FLORENCE SC)
BOTH
Issued 12/17/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/17/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Virginia Allen is the right advisor for you? Invested Better is here to help.
