Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Victor? Claim Your ProfileVictor Waite McCool is an investment advisor representative with LPL Financial LLC, based in Wentzville, Missouri. Victor has been in the financial industry since 1997 and has been registered with LPL Financial since 2009. Previously, Victor worked for Ameriprise Advisor Services, Inc., NatCity Investments, Inc., Linsco/Private Ledger Corp., and A. G. Edwards & Sons, Inc. Victor provides financial planning, portfolio management, and other advisory services to individuals, businesses, and pension plans. Victor also holds a Series 7, Series 63, and Series 65 license. Victor is a member of the Missouri Securities Division.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MO
07/23/2009 - Present
LPL Financial LLC (WENTZVILLE MO)
MO
04/30/2007 - 07/27/2009
AMERIPRISE ADVISOR SERVICES, INC. (CLAYTON MO)
MO
07/14/2006 - 04/11/2007
NATCITY INVESTMENTS, INC. (ST. LOUIS MO)
SC
04/01/2005 - 07/17/2006
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MO
08/24/2001 - 04/13/2005
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
02/19/1997 - 08/27/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 05/05/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/28/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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