Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Victor? Claim Your ProfileVictor Ernesto Pagano is a financial advisor currently working at Rockefeller Financial LLC. Victor has over 30 years of experience in the financial services industry. Victor has a broad range of experience in financial planning, portfolio management for individuals and businesses, and pension consulting. Victor is also licensed to provide investment advisory services in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. Victor was previously registered with Citigroup Global Markets Inc. for over 14 years. Victor holds the Series 3, 7, 9, 10, 24, and 63 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.
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
NJ
11/29/2021 - Present
Rockefeller Financial LLC (HAMILTON NJ)
NY
02/15/2018 - 12/09/2021
CITI PRIVATE ADVISORY, LLC (New York NY)
NY
05/29/2007 - 12/09/2021
CITIGROUP GLOBAL MARKETS INC. (New York NY)
NY
02/17/2017 - 06/08/2017
CITI PRIVATE ADVISORY, LLC (New York NY)
NY
06/01/1992 - 05/29/2007
CITICORP INVESTMENT SERVICES (NEW YORK NY)
NA
08/18/1989 - 06/01/1992
CITICORP FINANCIAL SERVICES,INC.
NJ
02/13/1989 - 03/14/1989
BAIRD, PATRICK & CO., INC. (FAIRFIELD NJ)
NY
06/16/1988 - 01/02/1989
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
02/08/1988 - 06/01/1988
FIRST INTERREGIONAL EQUITY CORP.
NA
05/21/1987 - 01/22/1988
STEINBERG & LYMAN
NA
09/24/1986 - 05/26/1987
GREENTREE SECURITIES CORP.
BC
Issued 10/02/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/08/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/17/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/15/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2011
Series 3 - National Commodity Futures Examination
BC
Issued 09/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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