Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Victor? Claim Your ProfileVictor Shulman is an investment advisor representative with Eagle Strategies LLC in WALTHAM, MA. Victor has been in the industry since April 2012. Victor is registered with FINRA and has passed the Series 6, Series 63, Series 65 and SIE exams. Victor specializes in providing financial planning, pension consulting, and portfolio management for individuals. Victor also has experience with educational seminars and publication of periodicals. Victor works with high-net-worth individuals, corporations, charitable organizations and individuals other than high-net-worth individuals. Victor is also registered with the state of Massachusetts as an investment advisor. Victor was previously registered with Pruco Securities, LLC in MARLBOROUGH, MA.
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.
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
MA
05/02/2023 - Present
Eagle Strategies LLC (WALTHAM MA)
MA
02/29/2012 - 12/21/2022
PRUCO SECURITIES, LLC. (MARLBOROUGH MA)
IA
Issued 02/23/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/21/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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