Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Victor? Claim Your ProfileVictor Philleo is a financial advisor with over 29 years of experience in the financial services industry. Victor is currently registered with Raymond James & Associates, Inc. and has been with them since August 2015. Victor holds a variety of licenses and registrations, including Series 7, Series 9, Series 10, Series 63, and Series 65. Prior to Raymond James, Victor was with Wells Fargo Advisors, LLC for 7 years and before that was with A. G. Edwards & Sons, Inc. Victor is a licensed securities professional in 49 states. Victor specializes in providing financial planning and investment advice to individuals, families, and businesses.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
VA
08/31/2015 - Present
Raymond James & Associates, Inc. (VIRGINIA BEACH VA)
VA
01/01/2008 - 09/04/2015
WELLS FARGO ADVISORS, LLC (VIRGINIA BEACH VA)
VA
03/16/1995 - 01/03/2008
A. G. EDWARDS & SONS, INC. (VIRGINIA BEACH VA)
MI
10/20/1994 - 03/22/1995
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 02/28/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/24/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/12/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/05/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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