Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Victor? Claim Your ProfileVictor Sze is a financial advisor with over 20 years of experience in the industry. Victor is currently registered with Raymond James Financial Services Advisors, Inc. and has been with the firm since 2009. Prior to that, Victor was registered with J.C. Bradford & Co. Victor holds several industry certifications, including the Series 66, Series 63, Series 51, Series 24, and Series 7 exams. Victor has a strong track record of success in providing financial advice to a wide range of clients, including individuals, families, businesses, and institutions.
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
GA
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (SUWANEE GA)
NY
10/28/1998 - 09/24/1999
J.C. BRADFORD & CO. (NEW YORK NY)
BOTH
Issued 04/25/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/25/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/17/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 11/30/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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