Unclaimed
Victor Yoder is a financial advisor with Edward Jones. Victor has been in the financial services industry since 2004. He has a Series 63, Series 66, and Series 7 license as well as the Securities Industry Essentials (SIE) exam. Victor is registered in 17 states: California, Connecticut, Florida, Indiana, Iowa, Maine, Maryland, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Virginia, and Pennsylvania for Investment Advisor registration. Victor provides portfolio management for individuals and businesses, financial planning, pension consulting, and 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.
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.
See schedule d - miscellaneous
1
2
PA
03/06/2019 - Present
Edward Jones (BURNHAM PA)
BOTH
Issued 11/29/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/23/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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