Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Victor? Claim Your ProfileVictor Soucy is a financial advisor registered with the state of New Hampshire and affiliated with Mariner Wealth. Victor has been in the industry for over 13 years. Victor has experience working with insurance companies, charitable organizations, high-net-worth individuals, other investment advisors, pooled investment vehicles, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, and state or municipal government entities. Victor specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles.
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.
Family office 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.
A percentage of the total value of assets under management is charged.
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2
NH
01/03/2022 - Present
Mariner Wealth (Concord NH)
NH
04/15/2008 - 08/16/2011
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
IA
Issued 10/11/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/13/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/14/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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