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Victor Morris Israel is a financial advisor in Houston, TX. Victor has been in the industry since 1998 and has been registered with Ameriprise Financial Services, LLC since 2020. Previously, Victor was registered with IDS LIFE INSURANCE COMPANY. Victor is licensed to sell securities in Montana, Oklahoma, Oregon, Pennsylvania, Texas, and Washington. Victor also has a Series 7 and Series 63 license. Victor is dedicated to providing financial advice to individuals and businesses. Victor specializes in asset allocation services, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for businesses and 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.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
TX
08/14/1998 - Present
Ameriprise Financial Services, LLC (HOUSTON TX)
MN
07/17/1998 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 07/22/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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