Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Victor? Claim Your ProfileVictor Giustina is a financial advisor with over 20 years of experience in the industry. Victor is currently registered with Saxony Capital Management, LLC in Atlanta, GA, as a Registered Representative and Investment Advisor Representative. Victor has a strong track record of providing financial advice and portfolio management services to a wide range of clients, including individuals, businesses, and charitable organizations. In addition to his role at Saxony Capital Management, Victor is also affiliated with Patrick Capital Markets. Victor holds multiple securities licenses, including Series 6, 7TO, 62, 63, and 66. Victor also holds the Series 66 license and has completed the SIE exam. Victor provides investment-related services through his own firm, Piedmont Capital Distributors, a DBA for his investment-related business. Victor's areas of specialization include financial planning, portfolio management for individuals and businesses, and the selection of other advisors.
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.
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.
Consulting fees to ria's, finders fees, fees third party manager
1
2
GA
05/20/2024 - Present
Saxony Capital Management, LLC (Atlanta GA)
GA
12/18/2020 - 07/06/2022
TRANSAMERICA FINANCIAL ADVISORS, INC (JOHNS CREEK GA)
FL
08/20/2002 - 12/01/2003
RINGLER FINANCIAL SERVICES, INC. (ORLANDO FL)
NY
03/12/2001 - 12/10/2001
DREYFUS SERVICE CORPORATION (NEW YORK NY)
GA
07/24/2000 - 03/28/2001
ENTERPRISE FUND DISTRIBUTORS, INC. (ATLANTA GA)
MN
05/17/1998 - 07/26/2000
FORTIS INVESTORS, INC. (OAKDALE MN)
GA
02/26/1998 - 03/27/1998
SOUTHWICK INVESTMENTS, INC. (ATLANTA GA)
GA
02/06/1995 - 04/26/1995
FIDELITY NATIONAL CAPITAL INVESTORS, INC. (ATLANTA GA)
NA
12/19/1994 - 02/28/1995
MERIDIAN, DUNHILL & CO., INC.
NY
04/08/1994 - 10/27/1994
D. BLECH & COMPANY, INCORPORATED (NEW YORK NY)
NY
03/09/1994 - 04/20/1994
ALEX MOORE & COMPANY, INC. (MELVILLE NY)
NY
07/10/1989 - 10/14/1989
BEAR, STEARNS & CO. INC. (NEW YORK NY)
BOTH
Issued 11/11/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/26/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/17/2020
Series 7TO - General Securities Representative Examination
BC
Issued 03/06/2020
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/08/1994
Series 62 - Corporate Securities Limited Representative Examination
Active
Inactive
F
FINRA
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