Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Victor? Claim Your ProfileVictor Kizushi is a financial professional with over 20 years of experience in the industry. Victor has held various roles at several firms, including J.P. Morgan Securities Inc., Bear, Stearns & Co. Inc., and KESTRA INVESTMENT SERVICES, LLC. Currently, Victor is a registered representative with Robert W. Baird & Co. Inc. and holds Series 3, 4, 7, 10, 24, 52TO, 55, 57TO, 63, 65, 79TO, 87 licenses. Victor is also a Registered Investment Advisor and has experience with various investment strategies and financial planning.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
WI
11/30/2021 - Present
Robert W. Baird & Co. Inc. (MILWAUKEE WI)
TX
12/18/2019 - 11/29/2021
KESTRA INVESTMENT SERVICES, LLC (AUSTIN TX)
ID
09/05/2018 - 12/03/2019
KESTRA INVESTMENT SERVICES, LLC (Eagle ID)
NY
07/30/2007 - 12/12/2017
DAIWA CAPITAL MARKETS AMERICA INC. (NEW YORK NY)
NY
07/28/2006 - 07/24/2007
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
12/03/2004 - 07/27/2006
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NJ
01/21/2004 - 11/15/2004
KNIGHT EQUITY MARKETS, L.P. (JERSEY CITY NJ)
NY
05/01/2002 - 01/16/2004
LADENBURG, THALMANN & CO., INC. (NEW YORK NY)
TX
11/02/2000 - 05/01/2002
FLEET SECURITIES, INC. (DALLAS TX)
NE
06/08/2000 - 10/11/2000
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
IA
Issued 07/08/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/17/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/10/2024
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/07/2006
Series 4 - Registered Options Principal Examination
BC
Issued 01/04/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/05/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/2008
Series 3 - National Commodity Futures Examination
BC
Issued 11/03/2007
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 05/13/2002
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 06/07/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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