Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Victor? Claim Your ProfileVictor Manuel De la rosa is a financial advisor with over 10 years of experience. Victor is currently registered with LPL Financial LLC and is licensed to sell securities in Alabama, Arizona, Arkansas, Iowa, New Mexico, Tennessee, and Texas. Victor also holds a Series 66 license, as well as Series 7 and SIE exams. In addition to his current role at LPL Financial LLC, Victor is also affiliated with Mammoth Rock Investments and Raiz Federal Credit Union. Victor has previously worked at WELLS FARGO CLEARING SERVICES, LLC and MORGAN STANLEY. Victor specializes in providing financial planning, portfolio management, and other non-discretionary advisory services.
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.
1
2
TX
07/20/2023 - Present
LPL Financial LLC (EL PASO TX)
TX
11/13/2013 - 06/09/2023
WELLS FARGO CLEARING SERVICES, LLC (EL PASO TX)
TX
07/16/2012 - 10/24/2013
MORGAN STANLEY (EL PASO TX)
BOTH
Issued 08/09/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Victor De la rosa is the right advisor for you? Invested Better is here to help.
