Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Victor? Claim Your ProfileVictor Valentino-rodriguez is a financial advisor registered with Truist Advisory Services, Inc. in High Point, North Carolina. Victor has over 11 years of experience in the financial services industry. Victor has been registered with Truist Advisory Services, Inc. since February 2021. Previously, Victor worked at BB&T SECURITIES, LLC, BB&T INVESTMENT SERVICES, INC., UBS FINANCIAL SERVICES INC., and MORGAN STANLEY SMITH BARNEY. Victor specializes in providing financial advice to individuals and businesses.
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.
Wrap fee product and financial profiling services using desktop software
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
NC
02/17/2021 - Present
Truist Advisory Services, Inc. (HIGH POINT NC)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
NC
02/10/2015 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (GREENSBORO NC)
NC
04/27/2012 - 01/07/2015
UBS FINANCIAL SERVICES INC. (WINSTON-SALEM NC)
NC
08/10/2011 - 05/02/2012
MORGAN STANLEY SMITH BARNEY (WINSTON-SALEM NC)
BOTH
Issued 09/03/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 08/09/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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