Invested Better
Unclaimed

Unclaimed

Unclaimed

Rushan Lee Dagli

Victory Capital Services, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Rushan? Claim Your Profile

About Rushan Lee Dagli

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.

Firm Information

Rushan Dagli is currently registered with Victory Capital Services, Inc.. Victory Capital Services, Inc. is a corporation formed in June 1994. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the U.S. Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

66

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Rushan Dagli’s Registration & Firm History

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)

Not sure if Rushan Lee Dagli is right for you?

Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Rushan Lee Dagli.
Not sure if Rushan Lee Dagli is right for you?