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 Rojas is a registered representative with Stifel, Nicolaus & Company, Inc. Victor has been in the securities industry since March 22, 1981. Victor is registered in 14 states and has a Series 63, Series 7, and SIE. Prior to joining Stifel, Nicolaus & Company, Inc., Victor was employed by RYAN BECK & CO. and GRUNTAL & CO., L.L.C. Victor specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NJ
01/03/2022 - Present
Stifel, Nicolaus & Company, Inc. (HACKENSACK NJ)
NJ
04/29/2002 - 07/31/2007
RYAN BECK & CO. (FORT LEE NJ)
NY
04/19/1988 - 05/13/2002
GRUNTAL & CO., L.L.C. (NEW YORK NY)
NA
03/23/1981 - 04/22/1988
PHILIPS, APPEL & WALDEN, INC.
BC
Issued 09/23/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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