Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Victor? Claim Your ProfileVictor Deane is an investment advisor representative with Cetera Investment Advisers LLC, located in Conshohocken, Pennsylvania. Victor has been in the securities industry since 2014 and is registered with the state of Pennsylvania to provide investment advice. Prior to joining Cetera Investment Advisers LLC, Victor was a financial advisor with Voya Financial Advisors, Inc. and Resource Securities LLC. Victor's professional background includes a diverse range of roles in the financial services industry. Victor specializes in providing financial planning, investment management, and pension consulting services to a variety of clients, including high-net-worth individuals, corporations, and charitable organizations.
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.
1
2
PA
06/29/2023 - Present
Cetera Investment Advisers LLC (CONSHOHOCKEN PA)
PA
05/01/2020 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (CONSHOHOCKEN PA)
PA
04/21/2016 - 10/25/2018
RESOURCE SECURITIES LLC (PHILADELPHIA PA)
PA
03/12/2014 - 06/30/2015
VANGUARD MARKETING CORPORATION (MALVERN PA)
IA
Issued 3/23/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/19/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/12/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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