Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Victor? Claim Your ProfileVictor Emmanuel Portillo is an investment advisor representative at Fidelity Personal And Workplace Advisors. Victor has been in the financial industry since October 10, 2011. Victor is registered with FINRA and holds the Series 6, 7, and 66 licenses, as well as the SIE exam. Victor has previously worked at Wells Fargo Clearing Services, LLC, Citigroup Global Markets Inc., UnionBanc Investment Services, LLC, Ameriprise Financial Services, Inc., and J.P. Morgan Securities LLC. Victor is registered to provide investment advisory services in 53 states and the District of Columbia.
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.
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
CA
04/24/2023 - Present
Fidelity Personal AND Workplace Advisors (BURBANK CA)
CA
08/12/2021 - 04/05/2022
WELLS FARGO CLEARING SERVICES, LLC (SAN FERNANDO CA)
CA
11/30/2016 - 06/15/2021
CITIGROUP GLOBAL MARKETS INC. (CANYON COUNTY CA)
CA
02/04/2016 - 11/17/2016
UNIONBANC INVESTMENT SERVICES, LLC (NORTHRIDGE CA)
CA
06/09/2015 - 12/07/2015
AMERIPRISE FINANCIAL SERVICES, INC. (Los Angeles CA)
CA
10/01/2012 - 05/27/2015
J.P. MORGAN SECURITIES LLC (RESEDA CA)
CA
05/11/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (RESEDA CA)
BOTH
Issued 06/29/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/18/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2015
Series 7 - General Securities Representative Examination
BC
Issued 05/10/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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