Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Victor? Claim Your ProfileVictor Contente is a Registered Representative and Investment Advisor Representative with TD Private Client Wealth LLC. Victor has been in the securities industry since March 2012 and has experience with a variety of financial products and services, including financial planning, pension consulting, and portfolio management. Victor is registered with the Securities and Exchange Commission and is licensed in 50 states. Victor has an extensive background in the industry, having previously worked with CHARLES SCHWAB & CO., INC., TD AMERITRADE, INC., FIDELITY BROKERAGE SERVICES LLC, and QUICK & REILLY, INC.. Victor holds the Series 7, Series 9, Series 24 and Series 66 securities licenses.
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.
A percentage of the total value of assets under management is charged.
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2
RI
02/21/2024 - Present
TD Private Client Wealth LLC (Providence RI)
RI
12/21/2020 - 02/04/2022
CHARLES SCHWAB & CO., INC. (Providence RI)
RI
04/17/2014 - 12/31/2020
TD AMERITRADE, INC. (PROVIDENCE RI)
RI
01/29/2001 - 12/20/2002
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
NY
11/08/2000 - 01/12/2001
QUICK & REILLY, INC. (NEW YORK NY)
BOTH
Issued 05/13/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/17/2022
Series 24 - General Securities Principal Examination
BC
Issued 11/20/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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