Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Victor? Claim Your ProfileVictor Wolfe Young is an investment advisor representative with Fidelity Personal And Workplace Advisors. Victor has been in the industry since 2000 and has experience with Wells Fargo Clearing Services, LLC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and Morgan Stanley. Victor holds Series 7, 9, 10, 63, 66, 99TO and SIE licenses.
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.
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2
WA
11/06/2023 - Present
Fidelity Personal AND Workplace Advisors (SEATTLE WA)
WA
05/18/2021 - 10/11/2023
WELLS FARGO CLEARING SERVICES, LLC (BELLEVUE WA)
WA
02/28/2020 - 04/23/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BELLEVUE WA)
WA
07/25/2018 - 02/18/2020
WELLS FARGO CLEARING SERVICES, LLC (SEATTLE WA)
HI
06/01/2015 - 06/15/2018
MORGAN STANLEY (KAHULUI HI)
FL
11/20/2014 - 04/23/2015
AMERIPRISE FINANCIAL SERVICES, INC. (TAMPA FL)
FL
06/06/2014 - 11/25/2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (TAMPA FL)
FL
10/09/2009 - 05/08/2014
RBC CAPITAL MARKETS, LLC (ST. PETERSBURG FL)
FL
04/14/2005 - 10/09/2009
J. B. HANAUER & CO. (TAMPA FL)
GA
01/13/2004 - 03/29/2005
SUNTRUST SECURITIES, INC. (ATLANTA GA)
MA
06/12/2003 - 01/02/2004
J. P. MORGAN INVEST, LLC (BOSTON MA)
RI
08/24/2000 - 06/13/2003
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BOTH
Issued 11/23/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/11/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/30/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/19/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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