Unclaimed
Victor Ndongoi Mweu is an investment advisor representative, registered with the state of Indiana and Texas, with Merrill Lynch, Pierce, Fenner & Smith Inc. Victor has been in the securities industry since September 2, 2019. Victor is registered to provide investment advice and services to individuals, businesses, corporations, and other institutions. Victor has a diverse background in finance, politics, and education. Prior to joining Merrill Lynch, Victor worked as a legislative aide at the Indiana Statehouse and as an intern at the American Enterprise Institute. Victor has also worked as a teacher at the Rift Valley Academy in Kijabe, Kenya. Victor is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, 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.
1
2
IN
01/02/2020 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (INDIANAPOLIS IN)
BOTH
Issued 10/14/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/03/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/24/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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