Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vic? Claim Your ProfileVic Leung is a financial professional with over 20 years of experience in the industry. Vic has a wide range of experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Vic holds Series 7, 6, and 66 licenses and is currently registered with Cetera Investment Advisers LLC. Prior to joining Cetera Investment Advisers LLC, Vic was employed with U.S. Bancorp Investments, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, MetLife Securities Inc., and Metropolitan Life Insurance Company.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
A percentage of the total value of assets under management is charged.
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2
CA
04/11/2024 - Present
Cetera Investment Advisers LLC (NEWARK CA)
CA
12/26/2023 - 03/12/2024
U.S. BANCORP INVESTMENTS, INC. (San Fransicso CA)
CA
05/30/2022 - 07/31/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN FRANCISCO CA)
MA
01/24/2002 - 09/16/2002
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
01/24/2002 - 09/16/2002
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 9/12/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 5/28/2022
Series 7TO - General Securities Representative Examination
BC
Issued 3/23/2022
SIE - Securities Industry Essentials Examination
BC
Issued 1/23/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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