Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Virginia? Claim Your ProfileVirginia Vandyck Perez is a financial advisor who has been in the industry since 1988. Virginia is currently registered with Osaic Wealth, Inc. in West Warwick, RI. Previously, Virginia worked for TRIAD ADVISORS LLC in West Warwick, RI, ESSEX FINANCIAL SERVICES, INC. in Essex, CT and RAYMOND JAMES FINANCIAL SERVICES, INC. in St. Petersburg, FL. Virginia holds Series 7 and 63 licenses as well as the SIE exam. Virginia specializes in a wide range of services, including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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.
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2
RI
08/23/2024 - Present
Osaic Wealth, Inc. (WEST WARWICK RI)
RI
01/02/2014 - 08/23/2024
TRIAD ADVISORS LLC (WEST WARWICK RI)
CT
12/10/2003 - 07/11/2013
ESSEX FINANCIAL SERVICES, INC. (ESSEX CT)
FL
08/11/1989 - 12/01/2003
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
NA
05/25/1988 - 08/15/1989
INTEGRATED RESOURCES EQUITY CORPORATION
BC
Issued 12/12/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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