Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Victor? Claim Your ProfileVictor Michael Pucciarelli is a financial advisor with over 30 years of experience. Victor is currently registered with UMB Financial Services, Inc. and is licensed to provide financial advice in Missouri and Texas. Previously, Victor worked at HILLTOP SECURITIES INC. in Dallas, TX. Victor is a Series 7, Series 9, Series 10, Series 24, Series 52, and Series 53 licensed professional. Victor offers financial planning, portfolio management for businesses, and portfolio management for individuals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
TX
04/08/2016 - Present
UMB Financial Services, Inc. (Dallas TX)
TX
06/15/1992 - 12/23/2015
HILLTOP SECURITIES INC. (DALLAS TX)
MO
09/04/1990 - 07/06/1992
KEMPER SECURITIES GROUP, INC. (ST. LOUIS MO)
NA
11/13/1989 - 09/04/1990
LOVETT UNDERWOOD NEUHAUS & WEBB, INC.
TX
01/31/1989 - 11/13/1989
UNDERWOOD, NEUHAUS & CO., INCORPORATED (HOUSTON TX)
NA
01/18/1988 - 02/08/1989
DEAN WITTER REYNOLDS INC.
NA
05/14/1988 - 05/21/1988
SHEARSON LEHMAN HUTTON INC.
NA
07/22/1986 - 05/14/1988
E. F. HUTTON & COMPANY INC
NA
11/13/1985 - 07/25/1986
KIDDER, PEABODY & CO. INCORPORATED
NA
04/19/1983 - 12/05/1985
SAMUEL A. RAMIREZ & CO., INC.
BC
Issued 06/14/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/26/2017
Series 24 - General Securities Principal Examination
BC
Issued 04/09/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/07/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/02/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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