Unclaimed
Irene Myriam Gill is a registered investment advisor representative with Victory Capital Management Inc. Victory Capital Management Inc. is based in SAN ANTONIO, TX and has been in the business since 11/2021. Irene has been in the financial services industry since 2009 and has experience with investments for insurance companies, investment companies, charitable organizations, high-net-worth individuals, pooled investment vehicles, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, state or municipal government entities. Irene is licensed in all 50 states and the District of Columbia. Irene is a registered representative with FINRA and has Series 7 and Series 63 licenses. Irene also has a Series 65 license, which is a uniform Investment Adviser Law Examination. Irene is also active on doTerra: Essential Oils, a multi-level marketing firm that distributes essential oils.
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.
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.
Strategic management for diversified investment portfolios.
Model portfolios
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
01/26/2022 - Present
Victory Capital Management Inc. (SAN ANTONIO TX)
TX
01/10/2020 - 12/18/2020
KESTRA INVESTMENT SERVICES, LLC (AUSTIN TX)
TX
05/07/2019 - 07/10/2019
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
08/26/2015 - 10/16/2018
MORGAN STANLEY (SAN ANTONIO TX)
TX
07/23/2009 - 08/07/2015
CITIGROUP GLOBAL MARKETS INC. (SAN ANTONIO TX)
IA
Issued 07/25/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/20/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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