Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Victor? Claim Your ProfileVictor Calatrava is a financial professional with over 20 years of experience in the industry. Victor has a wide range of experience working with clients of all types, including high net worth individuals, charitable organizations, pension and profit sharing plans, and corporations. Victor is currently registered with Osaic Wealth, Inc. in Jacksonville, FL. Victor's expertise includes financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for businesses and individuals.
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.
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2
FL
08/23/2024 - Present
Osaic Wealth, Inc. (Jacksonville FL)
FL
04/08/2022 - 08/23/2024
TRIAD ADVISORS LLC (Jacksonville FL)
FL
02/01/2021 - 03/31/2022
KESTRA INVESTMENT SERVICES, LLC (Jacksonville FL)
FL
02/25/2020 - 02/05/2021
CAMBRIDGE INVESTMENT RESEARCH, INC. (Jacksonville FL)
MA
04/06/2015 - 12/05/2019
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
FL
02/03/2014 - 12/26/2014
CAMBRIDGE INVESTMENT RESEARCH, INC. (JACKSONVILLE FL)
FL
11/23/2011 - 11/25/2013
TRANSAMERICA INVESTORS SECURITIES CORPORATION (JACKSONVILLE FL)
NJ
05/22/2008 - 10/04/2011
ADP BROKER-DEALER, INC. (ROSELAND NJ)
FL
11/09/2000 - 05/06/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
IA
Issued 06/04/2014
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 11/27/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/19/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/20/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/16/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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