Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Victor? Claim Your ProfileVictor Koby is an investment advisor representative with LPL Financial LLC. Victor has over 30 years of experience in the financial services industry. Victor has a strong track record of providing investment advice and financial planning services to individuals, families, and businesses. Victor 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.
Consulting and other non-discretionary advisory services
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.
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2
CA
09/04/2019 - Present
LPL Financial LLC (CARLSBAD CA)
CA
10/05/2009 - 09/05/2019
AMERIPRISE FINANCIAL SERVICES, INC. (SAN DIEGO CA)
CA
12/07/2007 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (SAN DIEGO CA)
CA
06/05/2000 - 12/10/2007
WACHOVIA SECURITIES, LLC (CARLSBAD CA)
MO
03/18/1991 - 06/06/2000
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
03/10/1988 - 03/21/1991
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
01/07/1985 - 05/25/1988
DREXEL BURNHAM LAMBERT INCORPORATED
NA
02/23/1984 - 01/22/1985
BATEMAN EICHLER, HILL RICHARDS, INCORPORATED
BOTH
Issued 05/02/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/26/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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