Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Victor? Claim Your ProfileVictor Adint is a financial advisor with Raymond James Financial Services Advisors, Inc. Victor has been in the financial industry since 2005 and is registered to provide investment advice in California, Hawaii, and Texas. Victor has a wide range of experience, including working for Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc. Victor's areas of expertise include financial planning, portfolio management, and pension consulting.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
CA
08/06/2021 - Present
Raymond James Financial Services Advisors, Inc. (LOS GATOS CA)
CA
06/01/2009 - 09/28/2009
MORGAN STANLEY SMITH BARNEY (SAN JOSE CA)
CA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SAN JOSE CA)
CA
09/02/2005 - 04/02/2007
MORGAN STANLEY DW INC. (SAN JOSE CA)
BOTH
Issued 09/16/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/19/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/08/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 09/01/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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