Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Victor? Claim Your ProfileVictor Battani is an investment advisor representative at Oxbow Advisors, LLC. Victor has been in the financial services industry for over 40 years. Victor is licensed to provide investment advice in Michigan and Texas and holds a Series 65 and Series 63 licenses. Prior to joining Oxbow Advisors, LLC, Victor was an investment advisor representative at KESTRA Investment Services, LLC, Valmark Securities, Inc., New England Securities, and Vestax Securities Corporation. Victor specializes in providing financial planning, pension consulting, educational seminars, portfolio management for individuals, and portfolio management for businesses.
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.
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
MI
10/09/2020 - Present
Oxbow Advisors, LLC (Macomb MI)
MI
01/09/2007 - 06/18/2020
KESTRA INVESTMENT SERVICES, LLC (Bingham Farms MI)
MI
09/11/2002 - 12/31/2006
VALMARK SECURITIES, INC. (TROY MI)
NY
11/20/2000 - 10/04/2002
NEW ENGLAND SECURITIES (NEW YORK NY)
OH
02/12/1993 - 09/18/2002
VESTAX SECURITIES CORPORATION (HUDSON OH)
NY
07/19/1968 - 02/11/1993
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 05/24/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/02/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/1968
Series 1 - Registered Representative Examination
Active
Inactive
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