Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Victor? Claim Your ProfileVictor Lombardi is a registered representative with Cadaret, Grant & CO., Inc. Victor has been in the securities industry since November 15, 2000, and holds licenses for both securities and investment advisory services. Victor specializes in providing financial planning, investment advice, and portfolio management to individuals, businesses, and charitable organizations. Victor also offers educational seminars on various financial topics. Prior to joining Cadaret, Grant, Victor was a financial advisor at PSA Equities, Inc., Morgan Stanley Smith Barney, Citigroup Global Markets Inc., and Legg Mason Wood Walker, Incorporated. Victor is also an insurance agent selling life, long-term care, and annuities.
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.
1
2
PA
08/10/2021 - Present
Cadaret, Grant & CO., Inc. (Gettysburg PA)
MD
06/25/2009 - 08/08/2011
PSA EQUITIES, INC. (HUNT VALLEY MD)
MD
06/01/2009 - 07/01/2009
MORGAN STANLEY SMITH BARNEY (BALTIMORE MD)
MD
02/21/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BALTIMORE MD)
MD
11/16/2000 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BOTH
Issued 12/21/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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