Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Victor? Claim Your ProfileVictor Anthony Vanzo is a financial advisor with Principal Securities, Inc. and has been in the industry since 2005. Victor Anthony Vanzo has 12 active licenses and is registered with FINRA and is licensed to provide advisory services in Delaware, District of Columbia, Florida, Iowa, Kentucky, Maryland, New Jersey, North Carolina, Ohio, Pennsylvania, Virginia, and West Virginia. Victor Anthony Vanzo specializes in providing financial planning and investment management services. Victor Anthony Vanzo has worked at other firms such as Simplicity Financial Investment Services, Inc., Franklin Templeton Financial Services Corp., and Franklin/Templeton Distributors, 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.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Seminar fees, solicitors fees, subscription consulting fees
1
2
IA
02/04/2022 - Present
Principal Securities, Inc. (DES MOINES IA)
NJ
02/05/2021 - 02/02/2022
SIMPLICITY FINANCIAL INVESTMENT SERVICES, INC. (SUMMIT NJ)
FL
06/09/2020 - 10/12/2020
FRANKLIN TEMPLETON FINANCIAL SERVICES CORP. (ST. PETERSBURG FL)
FL
09/13/2006 - 10/08/2020
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (ST. PETERSBURG FL)
FL
02/17/2005 - 09/08/2006
A. G. EDWARDS & SONS, INC. (PORT RICHEY FL)
BOTH
Issued 02/25/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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