Unclaimed
Rushan Dagli is a financial professional with over 20 years of experience in the financial services industry. Rushan is currently registered with Victory Capital Services, Inc. Rushan holds a Series 6, 7, 24, 26, and 63 securities licenses and has a proven track record of success in helping clients achieve their financial goals. Rushan has a strong understanding of the financial markets and is committed to providing personalized and comprehensive financial advice.
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.
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.
1
2
TX
02/14/2023 - Present
Victory Capital Services, Inc. (San Antonio TX)
NY
11/21/2005 - 08/06/2013
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
CO
05/06/1994 - 11/15/2005
JANUS DISTRIBUTORS LLC (DENVER CO)
BC
Issued 08/23/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/01/2023
Series 24 - General Securities Principal Examination
BC
Issued 07/28/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 02/14/2023
Series 7TO - General Securities Representative Examination
BC
Issued 11/29/2022
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2010
Series 7 - General Securities Representative Examination
BC
Issued 05/04/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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