Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Victor? Claim Your ProfileVictor Lee is a financial advisor with over 15 years of experience in the industry. Victor is registered with MML Investors Services, LLC and has offices in Pleasanton and San Leandro, California. Victor is a Certified Financial Planner and holds Series 6, 7, 63 and 65 licenses. Victor has a proven track record of success in helping clients achieve their financial goals. Victor specializes in providing financial planning, portfolio management, and asset allocation services. Victor has experience working with a variety of clients, including individuals, families, businesses, and retirement plans.
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.
Asset allocation programs
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.
Solicitors fees
1
2
CA
03/25/2017 - Present
MML Investors Services, LLC (Pleasanton CA)
CA
09/21/2007 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (WALNUT CREEK CA)
IA
Issued 07/02/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/27/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2008
Series 7 - General Securities Representative Examination
BC
Issued 09/20/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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