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Victor Tassone

Quility Financial Advisors

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About Victor Tassone

Victor Tassone is an investment advisor representative at Quility Financial Advisors, a firm with offices in Rockledge, Florida and Gilbert, Arizona. Victor specializes in providing financial planning and portfolio management services to individuals. Victor has been in the industry since 2018 and has experience with Edward Jones and Equity Services, Inc. Victor holds the Series 7 and Series 66 licenses as well as the SIE.

Firm Information

Victor Tassone is currently registered with Quility Financial Advisors. Quility Financial Advisors is a registered investment advisor located in ROCKLEDGE, FL. The firm has 6 licensed agents and 1 registered representative. The firm manages approximately $44.5 million in assets, primarily for individuals and high-net-worth individuals. Quility Financial Advisors provides financial planning and portfolio management services.
Quility Financial Advisors

1950 ROCKLEDGE BLVD

ROCKLEDGE, FL 32955

$44.50M

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Victor Tassone’s Registration & Firm History

AZ

12/16/2024 - Present

Quility Financial Advisors (GILBERT AZ)

IL

10/02/2019 - 05/25/2022

EQUITY SERVICES, INC. (CHICAGO IL)

IL

07/12/2018 - 09/06/2019

EDWARD JONES (OAKBROOK TERRACE IL)

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Licenses & Designations

BOTH

Issued 08/03/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/12/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Victor Tassone.
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