Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Victor? Claim Your ProfileVictor Andres Casado is a financial professional with over 20 years of experience in the industry. Victor currently works at Merrill Lynch, Pierce, Fenner & Smith Inc. in Miami, Florida. Victor is licensed to provide investment advice in a number of states including Texas, Florida, and California. Victor has a broad range of experience in the industry including investments, banking, and securities. Victor holds several industry certifications, including Series 7, Series 24, Series 66, and Series 99TO.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
FL
02/27/2017 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (MIAMI FL)
FL
02/15/2002 - 05/23/2016
SOUTHERN TRUST SECURITIES, INC. (MIAMI FL)
BOTH
Issued 06/04/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/10/2014
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2002
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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