Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Virginia? Claim Your ProfileVirginia Stevens is a financial advisor at Fidelity Personal And Workplace Advisors. Virginia has been working in the financial industry since 2012 and has a wide range of experience. Virginia holds a Series 66 license, a Series 7 license and a SIE license. Virginia is registered with the state of New Jersey, New York, and Texas. Virginia is committed to providing her clients with personalized financial advice and helping them achieve their financial goals. Virginia has experience working with high net worth individuals, corporations, and pension and profit-sharing plans.
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.
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.
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NY
03/12/2021 - Present
Fidelity Personal AND Workplace Advisors (ROCHESTER NY)
NY
05/04/2016 - 11/19/2019
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (VICTOR NY)
NY
05/22/2015 - 05/31/2016
MORGAN STANLEY (CANANDAIGUA NY)
NY
11/06/2012 - 05/14/2015
AMERIPRISE FINANCIAL SERVICES, INC. (PITTSFORD NY)
IA
Issued 02/22/2016
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 01/28/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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