Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Victor? Claim Your ProfileVictor Shedlin is an investment advisor representative at Morgan Stanley, a firm with over 335,000 clients and over $1.4 trillion in assets under management. Victor has been in the financial industry since 1981 and has experience with Citigroup Global Markets Inc. and Drexel Burnham Lambert Incorporated. Victor has a variety of licenses including Series 7, Series 63 and SIE exams. Victor can provide a wide range of investment advisory services including portfolio management for individuals, businesses, and investment companies, as well as financial planning and asset allocation advice.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
05/18/2020 - Present
Morgan Stanley (New York NY)
NY
05/22/1989 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NA
09/28/1981 - 05/22/1989
DREXEL BURNHAM LAMBERT INCORPORATED
BC
Issued 08/19/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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