Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Victor? Claim Your ProfileVictor Maneel Aponte-echevarria is a registered investment advisor with Cetera Investment Advisers LLC. Victor has been in the industry since 1994 and has worked at several firms, including MML Investors Services, LLC and Walnut Street Securities, Inc. Victor is a licensed advisor in Florida and Puerto Rico, and has the Series 6, 7, 65, and 66 licenses. Victor's background in the insurance industry, and experience at firms such as MML Investors Services, LLC and Walnut Street Securities, Inc. has provided him with the skills and expertise to provide comprehensive financial planning and investment management services to individuals, families, and businesses. Victor specializes in a wide range of financial services, including retirement planning, college savings, and estate planning. Victor is also an active member of his community and is committed to helping his clients achieve their financial goals.
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
PR
06/29/2023 - Present
Cetera Investment Advisers LLC (SAN JUAN PR)
PR
01/31/2005 - 07/02/2021
MML INVESTORS SERVICES, LLC (SAN JUAN PR)
CA
11/25/2003 - 01/18/2005
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
MA
06/20/1994 - 11/24/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
BOTH
Issued 06/05/2020
Series 66 - Uniform Combined State Law Examination
IA
Issued 06/01/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2006
Series 7 - General Securities Representative Examination
BC
Issued 06/04/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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