Unclaimed
Victor Maccagnan is a financial advisor with MML Investors Services, LLC. Victor has been in the financial industry since 2002 and holds licenses to conduct both investment advisory and brokerage activities. Victor has a diverse background, with experience at several firms, including Equitable Advisors, LLC, M Holdings Securities, Inc., and Purshe Kaplan Sterling Investments. Victor is a Certified Financial Planner and a Chartered Financial Consultant. In addition to offering financial planning and investment advisory services, Victor is a registered insurance broker. Victor also holds several industry licenses and registrations, including Series 6, 7, 63, 65, and 24. Victor is a respected member of the financial services industry and has a strong track record of success. Victor is dedicated to providing clients with personalized financial advice and guidance to help them 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.
Asset allocation programs
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.
Solicitors fees
1
2
NJ
06/20/2024 - Present
MML Investors Services, LLC (PARAMUS NJ)
NJ
05/06/2020 - 06/21/2024
EQUITABLE ADVISORS, LLC (MORRISTOWN NJ)
NJ
05/15/2019 - 02/25/2020
M HOLDINGS SECURITIES, INC. (EAST HANOVER NJ)
NJ
09/19/2018 - 05/30/2019
PURSHE KAPLAN STERLING INVESTMENTS (Parsippany NJ)
NJ
08/15/2007 - 09/19/2018
SUMMIT EQUITIES, INC. (PARSIPPANY NJ)
PA
03/27/2002 - 09/23/2005
PNC CAPITAL MARKETS, INC. (PITTSBURGH PA)
MN
10/08/1999 - 05/02/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/08/1999 - 05/02/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 8/5/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/15/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2020
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/7/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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