Unclaimed
Victor A. Okseniuk is a registered representative with J.P. Morgan Securities LLC. Victor has been in the securities industry since 2000, and is currently licensed to sell securities in Florida. Victor has worked for several firms throughout his career, including Chase Investment Services Corp., WAMU Investments, Inc., and Assent LLC. Victor holds several securities licenses, including Series 7, Series 63, and Series 55. Victor specializes in providing financial planning, portfolio management, and investment advisory services to individuals, businesses, and institutions. Victor is dedicated 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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
FL
10/31/2024 - Present
J.p. Morgan Securities LLC (NAPLES FL)
FL
10/01/2012 - 12/31/2013
J.P. MORGAN SECURITIES LLC (BOYNTON BEACH FL)
FL
05/02/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (WEST PALM BEACH FL)
FL
03/24/2008 - 05/02/2009
WAMU INVESTMENTS, INC. (WELLINGTON FL)
IL
03/03/2003 - 04/13/2006
ASSENT LLC (BOLINGBROOK IL)
NY
03/18/2002 - 03/03/2003
ANDOVER BROKERAGE, L.L.C. (MONTEBELLO NY)
NY
03/18/2002 - 08/06/2002
CLARK STREET CAPITAL, INC. (LEVITTOWN NY)
CT
12/11/2000 - 07/16/2001
SCHWAB CAPITAL MARKETS L.P. (STAMFORD CT)
TX
09/22/1999 - 12/20/2000
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BC
Issued 11/11/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/17/2024
Series 7TO - General Securities Representative Examination
BC
Issued 08/25/2023
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 09/18/1999
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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