Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Victor? Claim Your ProfileVictor Gill is a financial advisor with over 15 years of experience in the industry. Victor is currently registered with Raymond James & Associates, Inc. Victor is also registered with the state of New York and Texas. Previously Victor was registered with Avanza Capital Markets Inc. and Pali Capital, Inc. Victor is a Series 7, 24, 63 and 65 licensed professional with expertise in investment management and financial planning. Victor works with a variety of clients, including high-net-worth individuals, corporations, insurance companies, pension plans, and charitable organizations. Victor provides a wide range of services, including portfolio management, financial planning, and investment advisory services.
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.
Please see note in schedule d - miscellaneous
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.
1
2
NY
06/21/2021 - Present
Raymond James & Associates, Inc. (New York NY)
NY
01/16/2009 - 07/08/2021
AVANZA CAPITAL MARKETS INC. (NEW YORK NY)
NY
01/01/2008 - 12/22/2008
PALI CAPITAL, INC. (NEW YORK NY)
IA
Issued 06/17/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/23/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/13/2012
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 12/21/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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