Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Victor? Claim Your ProfileVictor Simon is a financial advisor with Founders Financial Securities LLC. Victor has over 30 years of experience in the financial industry, having worked with several firms before joining Founders. Victor holds Series 6, 22, 24, 62, 63, 65, 99TO, and SIE licenses. Victor is a Registered Representative and Investment Advisor. Victor's services include Financial Planning, Pension Consulting, and Portfolio Management.
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.
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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MD
03/10/2020 - Present
Founders Financial Securities LLC (Severna Park MD)
MD
01/02/2013 - 03/02/2020
FIRST ALLIED SECURITIES, INC. (SEVERNA PARK MD)
MD
06/01/2012 - 12/31/2012
LINCOLN INVESTMENT (SEVERNA PARK MD)
MD
09/06/2006 - 06/01/2012
CAPITAL ANALYSTS, INCORPORATED (SEVERNA PARK MD)
MD
01/05/2000 - 09/06/2006
H. BECK, INC. (SEVERNA PARK MD)
MD
01/04/1999 - 12/31/1999
MEDALLION INVESTMENT SERVICES, INC. (SEVERNA PARK MD)
TN
08/25/1997 - 12/31/1998
SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)
MA
01/16/1992 - 09/04/1997
BERKSHIRE EQUITY SALES, INC. (PITTSFIELD MA)
IA
Issued 10/03/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/19/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/27/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2000
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 12/15/1999
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 01/14/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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