Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Victor? Claim Your ProfileVictor Navarroli is a financial advisor with over 30 years of experience in the industry. Victor has a strong background in both broker-dealer and investment advisory services, having held positions with firms like Lincoln Financial Advisors Corporation, AXA Advisors, LLC, and Cambridge Investment Research, Inc. Victor is currently a Managing Partner at Carolina Wealth Partners, a DBA name for marketing purposes, which he founded in 2000. Victor is also a registered representative with United Planners' Financial Services of America, a Limited Partner, where he provides financial planning and portfolio management services to a variety of clients.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
Helps you choose top advisors aligned with your financial goals.
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.
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2
AZ
03/14/2023 - Present
United Planners' Financial Services OF America A Limited Partner (SCOTTSDALE AZ)
NC
06/22/2011 - 03/17/2023
CAMBRIDGE INVESTMENT RESEARCH, INC. (Chapel Hill NC)
NC
10/11/2007 - 06/24/2011
LINCOLN FINANCIAL ADVISORS CORPORATION (RALEIGH NC)
NC
06/09/2003 - 10/15/2007
AXA ADVISORS, LLC (CARY NC)
IN
09/07/2000 - 06/11/2003
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
09/07/2000 - 06/11/2003
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MA
06/07/2000 - 08/22/2000
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
06/07/2000 - 08/22/2000
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MA
03/22/1999 - 05/31/2000
FULCRUM FINANCIAL ADVISORS, INC. (BOSTON MA)
NY
11/24/1998 - 12/08/1998
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
MN
02/11/1993 - 03/31/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/11/1993 - 03/31/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 01/22/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/12/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/02/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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