Unclaimed
Victor Benavides is a financial advisor with Schwab Wealth Advisory, Inc. Victor has been in the industry since August 2016 and holds registrations in 55 states and territories. Victor’s certifications include Series 6, 7, 63 and 66. Victor is also a registered investment advisor with the State of Florida. Victor was previously with T. Rowe Price Investment Services, Inc. in Tampa, Florida.
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
FL
07/23/2021 - Present
Schwab Wealth Advisory, Inc. (Orlando FL)
FL
08/15/2016 - 05/24/2019
T. ROWE PRICE INVESTMENT SERVICES, INC. (TAMPA FL)
BOTH
Issued 07/23/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/24/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/2018
Series 7 - General Securities Representative Examination
BC
Issued 08/15/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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