Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Victor? Claim Your ProfileVictor Carbone is an investment advisor representative at Tiaa-Cref Individual & Institutional Services, LLC, a firm registered with the SEC and FINRA. Victor has been in the financial services industry since 2023. Victor has Series 7, Series 66 and SIE licenses. Victor is registered to offer investment advisory services in 51 states and the District of Columbia. Victor also has experience in providing financial planning services.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Compensation from affiliates
1
2
NC
08/03/2023 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
NC
05/27/2023 - 06/14/2023
EQUITABLE ADVISORS, LLC (CHARLOTTE NC)
BOTH
Issued 04/24/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/27/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/03/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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