Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Victor? Claim Your ProfileVictor Elias Reskin is a financial advisor with over 40 years of experience in the industry. Victor currently works at Wells Fargo Clearing Services, LLC. Prior to that, Victor worked at UBS Financial Services Inc., Prudential Securities Incorporated, Lehman Brothers Inc., Oppenheimer & Co., Inc., and Merrill Lynch. Victor holds the Series 5, 7, 15, 63, and SIE licenses. Victor is registered with the state of California as a broker and investment advisor. Victor is also a co-trustee for his mother's trust. Victor is committed to providing his clients with personalized financial advice and services.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
02/21/2012 - Present
Wells Fargo Clearing Services, LLC (LOS ANGELES CA)
CA
11/12/1998 - 02/24/2012
UBS FINANCIAL SERVICES INC. (BEVERLY HILLS CA)
NY
04/24/1991 - 10/28/1998
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
05/04/1983 - 04/30/1991
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
02/15/1979 - 09/07/1982
OPPENHEIMER & CO., INC.
NA
09/26/1978 - 03/30/1980
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
10/03/1977 - 09/26/1978
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
BC
Issued 07/13/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/1984
Series 15 - Foreign Currency Options Examination
BC
Issued 10/22/1981
Series 5 - Interest Rate Options Examination
BC
Issued 09/17/1977
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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