Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Victor? Claim Your ProfileVictor Newman ii has been in the financial industry for over 20 years. Victor is a registered representative with LPL Financial LLC and is licensed in several states, including California, Colorado, Indiana, Kentucky, Michigan, New Mexico, North Carolina, Ohio, Oregon and South Carolina. Victor was previously registered with AVANTAX INVESTMENT SERVICES, INC. and has been a Registered Representative since 2000. Victor has passed the Series 66 (Uniform Combined State Law Examination), Series 7 (General Securities Representative Examination), and SIE (Securities Industry Essentials Examination) exams. Victor has various specialties including retirement planning, college savings plans, and wealth management. Victor is also a Certified Public Accountant.
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.
Consulting and other non-discretionary advisory services
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
OH
09/08/2020 - Present
LPL Financial LLC (COLUMBUS OH)
OH
03/07/2000 - 09/08/2020
AVANTAX INVESTMENT SERVICES, INC. (COLUMBUS OH)
BOTH
Issued 10/12/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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