Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Victor? Claim Your ProfileVictor Costa, a licensed financial advisor with Stifel, Nicolaus & Company, Inc., has been helping clients achieve their financial goals for over 25 years. Victor has a strong track record of success in the financial services industry, having previously worked at Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., Citigroup Global Markets Inc., Prudential Securities Incorporated, and Paine Webber Incorporated. Victor is committed to providing his clients with personalized financial advice and strategies that are tailored to their individual needs. Victor is also a certified fitness program creator and a community board member.
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.
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.
1
2
NY
05/26/2021 - Present
Stifel, Nicolaus & Company, Inc. (NEW YORK NY)
NJ
04/02/2007 - 04/22/2009
MORGAN STANLEY & CO. INCORPORATED (PARAMUS NJ)
NJ
06/10/2004 - 04/02/2007
MORGAN STANLEY DW INC. (PARAMUS NJ)
NY
08/28/2000 - 07/01/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
11/29/1995 - 09/19/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
02/06/1995 - 08/22/1995
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 07/08/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/29/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2006
Series 3 - National Commodity Futures Examination
BC
Issued 02/04/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Victor Costa is the right advisor for you? Invested Better is here to help.
