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Victor Jason Divietro

Waypoints Financial

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About Victor Jason Divietro

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.

Firm Information

Victor Divietro is currently registered with Waypoints Financial. Waypoints Financial is a registered investment advisor headquartered in Sebring, Florida. The firm manages approximately $114,692,729 in assets for 614 clients, primarily individuals and charitable organizations. Their services include financial planning and portfolio management.
Waypoints Financial

149 EAST CENTER AVENUE

SEBRING, FL 33870

$114.69M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Victor Divietro’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Victor Jason Divietro. Review regulatory record here.
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