Unclaimed
Victor Hayes Hicks is a financial advisor with over 20 years of experience in the financial services industry. Victor currently works for Perigon Wealth Management, LLC in SOUTHFIELD, MI, where he is a registered Investment Advisor Representative (IAR). Previously, Victor was a registered representative for RAYMOND JAMES FINANCIAL SERVICES, INC. in SOUTHFIELD, MI, LINSCO/PRIVATE LEDGER CORP. in FORT MILL, SC, VESTAX SECURITIES CORPORATION in HUDSON, OH, and AETNA INVESTMENT SERVICES, INC. in WINDSOR, CT. Victor holds a Series 7, 9, 10, and 63 license. Victor has also been recognized as a Certified Financial Planner. Victor focuses on providing financial planning, portfolio management for businesses and individuals, 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.
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2
MI
12/14/2023 - Present
Perigon Wealth Management, LLC (SOUTHFIELD MI)
MI
09/26/2003 - 03/03/2011
RAYMOND JAMES FINANCIAL SERVICES, INC. (SOUTHFIELD MI)
SC
10/18/2000 - 10/08/2003
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
OH
02/12/1999 - 10/27/2000
VESTAX SECURITIES CORPORATION (HUDSON OH)
CT
02/07/1996 - 12/22/1998
AETNA INVESTMENT SERVICES, INC. (WINDSOR CT)
BC
Issued 03/09/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/28/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/02/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/24/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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