Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Victor? Claim Your ProfileVictor Mastrella is a financial professional with over 17 years of experience in the financial services industry. Victor currently works at NWF Advisory Services Inc., a firm with over $1 billion to $10 billion in assets under management. Before joining NWF Advisory Services Inc., Victor was a Registered Representative with CETERA ADVISORS LLC from September 2022 until April 2023. Victor is a licensed Investment Advisor Representative and has a Series 63, Series 66, Series 7 and SIE license.
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.
A percentage of the total value of assets under management is charged.
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CA
04/03/2023 - Present
NWF Advisory Services Inc. (Westlake Village CA)
CA
09/08/2022 - 04/04/2023
CETERA ADVISORS LLC (Westlake Village CA)
CA
06/13/2014 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (Westlake Village CA)
CA
09/01/2009 - 06/16/2014
WESTERN INTERNATIONAL SECURITIES, INC. (AGOURA HILLS CA)
CA
10/30/2008 - 09/03/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (WESTLAKE VILLAGE CA)
CA
01/03/2006 - 11/04/2008
EDWARD JONES (WESTLAKE CA)
BOTH
Issued 01/29/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/29/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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