Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Victor? Claim Your ProfileVictor Kovachevich is a financial advisor with over 30 years of experience in the financial services industry. Victor has been registered with CHARLES SCHWAB & CO., INC. since 1993 and is currently located in the Chicago, Illinois branch. Victor has a broad range of experience in the financial services industry, including experience with Schwab Private Client Investment Advisory, CHARLES SCHWAB BANK, and CHARLES SCHWAB & CO., INC.. Victor is a registered Investment Advisor Representative with the state of Illinois and holds licenses for the Series 63, Series 65, Series 7, Series 8, Series 9, Series 10, and SIE exams. Victor specializes in providing financial planning and portfolio management services to both individuals and businesses. Victor is a registered representative of Schwab Wealth Advisory, Inc.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
IL
03/24/2021 - Present
Schwab Wealth Advisory, Inc. (Chicago IL)
IA
Issued 3/31/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/14/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 1/2/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 9/30/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/1/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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