Unclaimed
Virginia Griffith is a financial advisor with Equity Services, Inc. Virginia is a CERTIFIED FINANCIAL PLANNER™ professional and has been in the industry since November 13, 2018. Virginia has a strong background in financial planning and portfolio management and is committed to helping clients achieve their financial goals. Virginia holds Series 6, 7TO, 63, and 65 securities licenses and is registered to provide investment advisory services in Georgia, Florida, and South Carolina. Virginia's experience includes working with a wide range of clients, including individuals, families, businesses, and retirement plans. Virginia is also a member of the Vestry of the Episcopal Church of the Holy Family.
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.
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.
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2
GA
04/08/2022 - Present
Equity Services, Inc. (JASPER GA)
GA
11/14/2018 - 04/14/2022
PRUCO SECURITIES, LLC. (ATLANTA GA)
IA
Issued 01/13/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/20/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/27/2020
Series 7TO - General Securities Representative Examination
BC
Issued 11/15/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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