Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Victor? Claim Your ProfileVictor Belfiore is an investment advisor representative currently registered with Mariner Wealth. Victor has been in the financial industry since March 8, 2000, and has experience working with various financial institutions including Scott & Stringfellow, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and BB&T Securities, LLC. Victor is licensed in California, Maine, Massachusetts, New York, Ohio, Texas, and Washington. Victor Belfiore's expertise includes financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles.
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.
Family office services
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.
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2
WA
02/14/2025 - Present
Mariner Wealth (Gig Harbor WA)
WI
01/18/2023 - 07/19/2023
KCD FINANCIAL, INC. (GREEN BAY WI)
WA
10/04/2022 - 10/26/2022
COASTAL EQUITIES, INC. (SILVERDALE WA)
VA
05/31/2022 - 06/20/2022
WEALTHFORGE SECURITIES, LLC (RICHMOND VA)
CA
05/10/2021 - 04/08/2022
PINNACLE CAPITAL SECURITIES, LLC (LONG BEACH CA)
CA
05/16/2019 - 11/16/2020
CABIN SECURITIES, INC. (Laguna Niguel CA)
TX
01/14/2019 - 05/15/2019
CRESCENT SECURITIES GROUP, INC. (PLANO TX)
CA
01/19/2018 - 11/30/2018
STIFEL, NICOLAUS & COMPANY, INCORPORATED (SAN FRANCISCO CA)
CA
06/14/2017 - 01/05/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (OAKLAND CA)
VA
01/02/2013 - 10/13/2016
BB&T SECURITIES, LLC (RICHMOND VA)
CA
08/07/2003 - 01/02/2013
SCOTT & STRINGFELLOW, LLC (SAN FRANCISCO CA)
NY
12/15/1997 - 07/31/2003
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
IA
Issued 07/15/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/30/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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