Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Victor? Claim Your ProfileVictor Thomas Delorenzo is a financial professional with over 40 years of experience in the industry. Victor holds a Series 6, 7, 22, 24, 63, and 65 licenses. Victor is a registered representative with IC Advisory Services, Inc. and is also a sole proprietor of Victor T. Delorenzo Insurance, LLC, providing insurance and investment services. Victor is an expert witness in life insurance and provides consulting services through Planned Strategies Inc. Victor has experience in various areas, including portfolio management for individuals and businesses, financial planning, and pension consulting. Victor is registered with the Securities and Exchange Commission (SEC) and is required to adhere to certain regulations and codes of conduct.
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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2
NJ
06/02/2006 - Present
IC Advisory Services, Inc. (BEDMINSTER NJ)
DE
11/28/1980 - 10/22/1998
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
IA
Issued 01/12/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/06/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/12/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/1995
Series 7 - General Securities Representative Examination
BC
Issued 10/29/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/17/1980
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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