Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Victor? Claim Your ProfileVictor Giordano is a financial professional with over 20 years of experience in the industry. Victor is registered with Charles Schwab & CO., Inc. and is currently licensed to provide investment advice in 25 states. Victor has worked for several firms throughout their career, including TD Ameritrade, Inc., ScotTrade, Inc., Fidelity Brokerage Services LLC, and GSG Securities, Inc. Victor holds a Series 3, 7, 9, 10, 63, and 66 licenses as well as the SIE exam. Victor's areas of expertise include financial planning, portfolio management, and investment advisory services.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
IL
05/04/2021 - Present
Charles Schwab & CO., Inc. (Schaumburg IL)
IL
02/26/2018 - 01/11/2021
TD AMERITRADE, INC. (ROCKFORD IL)
IL
03/13/2017 - 02/26/2018
SCOTTRADE, INC. (ROCKFORD IL)
IL
06/17/2015 - 09/13/2016
FIDELITY BROKERAGE SERVICES LLC (HIGHLAND PARK IL)
IL
10/20/2005 - 06/16/2015
TD AMERITRADE, INC. (CHICAGO IL)
TX
07/01/1999 - 07/27/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
FL
03/24/1999 - 04/22/1999
GSG SECURITIES, INC. (BOCA RATON FL)
BOTH
Issued 01/30/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/14/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/16/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/24/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/1999
Series 7 - General Securities Representative Examination
BC
Issued 08/28/1998
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Victor Giordano is the right advisor for you? Invested Better is here to help.
