Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Victor? Claim Your ProfileVictor M. Meyerowitz is a financial advisor registered with LPL Financial LLC. Victor has been in the financial services industry since 2003 and holds Series 7, Series 63, and Series 66 securities licenses. He provides financial planning services to individuals, businesses, and charitable organizations. Victor also has experience as a CPA and has experience in real estate. Victor has been affiliated with LPL Financial LLC since August 2017. Prior to that, Victor was affiliated with Private Client Services, LLC from January 2010 to August 2017, and Woodbury Financial Services, Inc. from October 2003 to December 2009.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
KY
08/25/2017 - Present
LPL Financial LLC (LOUISVILLE KY)
KY
01/05/2010 - 08/30/2017
PRIVATE CLIENT SERVICES, LLC (LOUISVILLE KY)
KY
10/29/2003 - 12/31/2009
WOODBURY FINANCIAL SERVICES, INC. (LOUISVILLE KY)
BOTH
Issued 06/20/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/03/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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