Unclaimed
Victor Price is a financial professional with over 10 years of experience in the financial services industry. Victor is currently registered with Fidelity Personal And Workplace Advisors. Victor is a Registered Representative and Investment Advisor Representative and holds the Series 6, 7, 63, and 66 licenses. Victor also holds the SIE exam certification. Victor has a strong track record of helping clients achieve their financial goals. Victor specializes in providing financial planning, portfolio management, and other financial services. Victor is committed to providing personalized service and helping clients make informed financial decisions.
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.
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
TX
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (EULESS TX)
TX
04/21/2015 - 10/27/2015
STATE FARM VP MANAGEMENT CORP. (ARLINGTON TX)
TX
02/15/2010 - 04/07/2010
TD AMERITRADE, INC. (FORT WORTH TX)
BOTH
Issued 06/10/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/01/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/2015
Series 7 - General Securities Representative Examination
BC
Issued 04/21/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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