Unclaimed
Victor Umahi is a financial advisor at Fidelity Personal and Workplace Advisors, where Victor provides financial planning and portfolio management services. Victor is also registered as an Investment Advisor Representative with the state of Texas and Utah, in addition to being a registered representative with FINRA. Victor has been in the industry since November 2023. Victor can assist with a variety of financial planning needs, including retirement planning, college savings, and estate planning. Victor can also help individuals and families build and manage their investment portfolios.
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.
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
UT
01/16/2024 - Present
Fidelity Personal AND Workplace Advisors (SALT LAKE CITY UT)
BOTH
Issued 12/08/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/10/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/02/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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