Unclaimed
Victor Divietro is a financial advisor who has been in the industry since 1995. Victor is currently registered with Waypoints Financial in Sebring, FL. Victor also has previous experience working with WFG INVESTMENTS, INC., CAMBRIDGE INVESTMENT RESEARCH, INC., WACHOVIA SECURITIES, LLC, A. G. EDWARDS & SONS, INC., and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Victor holds several licenses, including Series 63, Series 65, Series 7, and Series 9. Victor is a specialist in providing financial planning, portfolio management for individuals, and pension consulting 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.
Guidance on pension options to ensure a secure financial future.
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.
1
2
FL
09/05/2017 - Present
Waypoints Financial (SEBRING FL)
FL
06/24/2011 - 03/31/2017
WFG INVESTMENTS, INC. (SEBRING FL)
FL
02/04/2009 - 07/08/2011
CAMBRIDGE INVESTMENT RESEARCH, INC. (SEBRING FL)
FL
01/01/2008 - 02/10/2009
WACHOVIA SECURITIES, LLC (SEBRING FL)
FL
07/17/2006 - 01/03/2008
A. G. EDWARDS & SONS, INC. (SEBRING FL)
FL
10/10/1995 - 07/19/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SEBRING FL)
IA
Issued 11/10/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/20/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/24/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/23/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/1995
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Victor Divietro is the right advisor for you? Invested Better is here to help.