Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Victor? Claim Your ProfileVictor Taylor is a financial professional with over 40 years of experience in the industry. Victor is a Certified Financial Planner and holds both Series 7 and Series 63 licenses. Victor is currently registered with Ameriprise Financial Services, LLC. Victor has a strong history of working with clients in a variety of financial planning needs and specializes in retirement planning, investment planning, and estate planning. Victor is committed to providing personalized financial advice that helps clients reach their financial goals.
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.
Asset allocation services
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
TN
10/16/2023 - Present
Ameriprise Financial Services, LLC (Arrington TN)
IL
02/15/2013 - 10/18/2023
WELLS FARGO CLEARING SERVICES, LLC (CHICAGO IL)
IL
04/25/2003 - 02/25/2013
UBS FINANCIAL SERVICES INC. (CHICAGO IL)
NY
01/17/2003 - 05/19/2003
CREDIT SUISSE FIRST BOSTON LLC (NEW YORK NY)
NJ
07/09/1996 - 01/17/2003
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
NY
12/21/1982 - 07/16/1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 03/17/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/12/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 12/18/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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