Financial Services Representative@ Principal Financial Group
Miami, Florida, United States
Virginia Marty
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University of Miami Herbert Business School
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FlashIntel GPTVirginia Marty is a highly experienced professional with 17.7 years of work experience. She specializes in retirement planning, estate planning, financial needs analysis, buy sell agreements, and property and casualty insurance. Based in the United States, Virginia is a Princor Registered Representative and Career Agent, offering securities offered through Princor Financial Services Corporation. She is dedicated to helping individuals achieve their financial objectives and develop personal and business strategies to achieve their goals. With a background in education, she has worked in various roles, including Vice President at Citi and Principal National Life Insurance Companies.
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Emails and Phone Numbers
About
Putting together a strategy to help meet your financial objective doesn’t have to be a chore. I can help you take greater control of your financial future and develop personal and business strategies to help achieve your goals—whatever they may be. Princor Registered Representative and Career Agent: Securities offered through Princor Financial Services Corporation, 800-247-1737, Member SIPC,, Des Moines, IA 50392. Virginia Marty, Financial Representative of Principal National Life Insurance and Principal Life Insurance Companies, Princor Registered Representative.
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Financial Services Representative
Financial Services
Virginia Marty's Professional Milestones
- Financial Services Representative (2014-01-01~): Providing exceptional financial advisory services to clients, optimizing their financial performance for their long-term financial success.
- Vice President (2006-01-01~2012-01-01): Revolutionized the organization through implementing strategic initiatives and achieving record-breaking revenue growth.
Education
Skill
Retirement Planning
Estate Planning
Financial Needs Analysis
Buy Sell Agreements
Property And Casualty Insurance
Asset Allocation
Series 7
Disability Income Insurance
Informal Business Valuation
Executive Benefits Strategies
Income Protection
Annuities
Charitable Giving
Salary Continuation
Wealth Accumulation
Tax Deferred Savings
Ira's
Sep And Simple Iras
Mutual Funds
Pension Plans
Certification
Colleagues
Ryan Watts
product owner business analyst systems qa analyst
Jeff Hinton
Product Owner
Nichole Dugan
Product Owner For Cloud Security
Stacy Henrich
Product Owner | Chief Sales Officer
Jabir Huaasin Barbhuiya
Business Owner at Principal Financial Group
Other Named Virginia Marty
Frequently asked questions
We found 1 Virginia Marty's phone numbers
Virginia Marty's social media include: Linkedin,
Virginia Marty works for Principal Financial Group
Virginia Marty's role in Principal Financial Group is Financial Services Representative
Virginia Marty works in the industry of Financial Services
Virginia Marty's colleagues are Ryan Watts,Jeff Hinton,Nichole Dugan
Virginia Marty's latest job experience is Financial Services Representative at Principal Financial Group
Virginia Marty's latest education in University of Miami Herbert Business School
