Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Victor? Claim Your ProfileVictor Morales is a financial advisor with over 20 years of experience in the financial services industry. Victor is currently registered with Next Financial Group, Inc. Victor holds the Series 7, Series 63, and Series 65 licenses. Victor has a strong track record of providing personalized financial planning and investment advice to a wide range of clients, including individuals, families, businesses, and retirement plans. 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.
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/workshop attendance fees
1
2
FL
08/06/2008 - Present
Next Financial Group, Inc. (MIAMI BEACH FL)
FL
07/07/2005 - 06/13/2008
SOUTHERN TRUST SECURITIES, INC. (CORAL GABLES FL)
FL
03/26/2004 - 07/07/2005
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
FL
05/16/2001 - 03/19/2004
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
NY
09/29/2000 - 05/22/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
02/09/2000 - 11/07/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 03/01/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/14/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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