Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Victor? Claim Your ProfileVictor J Alfieri is an investment advisor representative registered with Private Advisor Group, LLC. Victor has been in the financial services industry since 2001. Victor is registered to provide investment advice in South Carolina. In addition to his work at Private Advisor Group, LLC, Victor is also involved in a separate business activity providing administrative support to Private Advisor Group, LLC. Victor has been a registered representative for several firms over the years, including SEI Investments Distribution Co., LPL Financial LLC, Fintrust Brokerage Services, LLC, Morgan Stanley & Co. Incorporated, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Victor has a wide range of experience in the financial services industry and holds several licenses and certifications, including Series 6, 7, 24, 31, 52TO, 53, and 63. Victor is also a registered investment advisor in South Carolina.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
SC
01/01/2025 - Present
Private Advisor Group, LLC (Simpsonville SC)
PA
01/11/2021 - 01/10/2022
SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)
SC
09/23/2016 - 12/21/2020
LPL FINANCIAL LLC (FORT MILL SC)
NC
07/31/2013 - 11/20/2015
LPL FINANCIAL LLC (CHARLOTTE NC)
SC
11/16/2009 - 07/15/2013
FINTRUST BROKERAGE SERVICES, LLC (GREENVILLE SC)
SC
03/14/2008 - 02/20/2009
MORGAN STANLEY & CO. INCORPORATED (GREENVILLE SC)
SC
01/31/2006 - 03/25/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GREENVILLE SC)
NC
10/28/2004 - 07/18/2005
RBC CENTURA SECURITIES, INC. (KANNAPOLIS NC)
NY
05/08/1998 - 01/13/2004
DREYFUS SERVICE CORPORATION (NEW YORK NY)
BOTH
Issued 02/02/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/04/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/23/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/06/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 10/24/2000
Series 7 - General Securities Representative Examination
BC
Issued 05/01/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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