Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Victor? Claim Your ProfileVictor Moffitt is a financial professional with over 20 years of experience. Victor is currently registered with Next Financial Group, Inc. and is licensed in several states, including Connecticut, Delaware, Florida, Massachusetts, New Mexico, Pennsylvania, Rhode Island, South Carolina, and Virginia. Victor has a strong background in investments and insurance and provides financial planning, pension consulting, and educational seminars. Victor also works with clients to help them develop a personalized investment strategy.
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.
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.
Seminar/workshop attendance fees
1
2
RI
01/10/2012 - Present
Next Financial Group, Inc. (COVENTRY RI)
GA
02/04/2002 - 11/26/2007
PFS INVESTMENTS INC. (DULUTH GA)
BOTH
Issued 09/08/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/21/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/03/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/2009
Series 7 - General Securities Representative Examination
BC
Issued 02/01/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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