Unclaimed
Vic V Mullet is a financial advisor registered with Centaurus Financial, Inc. and has over 19 years of experience in the financial industry. Vic has a wide range of experience in both investment and insurance, having worked with a variety of clients, including high-net-worth individuals, corporations, and individuals other than high-net-worth. Vic holds several licenses and designations, including the Series 6, Series 7, Series 63, and Series 65 licenses, as well as the Securities Industry Essentials (SIE) Exam. Vic is a dedicated financial advisor who is committed to helping clients achieve their financial goals.
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.
1
2
MT
02/02/2022 - Present
Centaurus Financial, Inc. (LAUREL MT)
MT
04/06/2004 - 12/31/2006
INVESTORS CAPITAL CORP. (BILLINGS MT)
IA
Issued 04/12/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/08/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2006
Series 7 - General Securities Representative Examination
BC
Issued 04/05/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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