Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Victor? Claim Your ProfileVictor Hugo Avila is a financial professional with over 12 years of experience in the financial industry. Victor is registered with Citigroup Global Markets Inc. in Fountain Valley, CA. Victor has experience working with high-net-worth individuals, corporations, and other businesses. Victor's areas of expertise include asset allocation, financial planning, pension consulting, and portfolio management for individuals and businesses. Victor is also a published author on various financial topics. Prior to joining Citigroup Global Markets Inc., Victor worked at Wells Fargo Clearing Services LLC, J.P. Morgan Securities LLC, and U.S. Bancorp Investments, Inc.
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.
Asset allocation advice
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.
1
2
CA
11/15/2023 - Present
Citigroup Global Markets Inc. (Fountain Valley CA)
CA
08/29/2022 - 11/21/2023
WELLS FARGO CLEARING SERVICES, LLC (COVINA CA)
CA
07/23/2021 - 07/30/2022
J.P. MORGAN SECURITIES LLC (EL MONTE CA)
CA
10/16/2019 - 07/16/2021
U.S. BANCORP INVESTMENTS, INC. (DOWNEY CA)
CA
11/08/2018 - 10/21/2019
WELLS FARGO CLEARING SERVICES, LLC (MONTEREY PARK CA)
CA
07/19/2016 - 08/22/2018
J.P. MORGAN SECURITIES LLC (FULLERTON CA)
CA
03/24/2014 - 03/23/2016
J.P. MORGAN SECURITIES LLC (BELLFLOWER CA)
BOTH
Issued 09/29/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/03/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/08/2018
Series 7 - General Securities Representative Examination
BC
Issued 08/22/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Victor Avila is the right advisor for you? Invested Better is here to help.
