Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Victor? Claim Your ProfileVictor Melendez is a financial advisor at Ameriprise Financial Services, LLC. Victor has over 10 years of experience in the financial services industry. Victor has been with Ameriprise Financial Services, LLC since March 2020. Victor is registered with the state of New Jersey as a Registered Representative. Victor is also registered with the state of New York as a Registered Representative and an Investment Advisor Representative. Victor specializes in helping individuals, families, and businesses reach their financial goals. Victor is committed to providing personalized service and tailored financial solutions to meet his clients' needs. Victor is also active in the community, serving on the board of directors of several local charities.
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 services
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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NY
04/16/2021 - Present
Ameriprise Financial Services, LLC (WHITE PLAINS NY)
NJ
06/07/2013 - 10/12/2015
AMERIPRISE FINANCIAL SERVICES, INC. (PARAMUS NJ)
NY
10/25/2011 - 03/28/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MIDDLETOWN NY)
NY
08/12/2010 - 10/14/2011
MORGAN STANLEY SMITH BARNEY (PURCHASE NY)
BOTH
Issued 09/16/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 08/11/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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