Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Victor? Claim Your ProfileVictor Wong is a registered representative of City National Securities, Inc. Victor is licensed to provide financial advice in California. Victor is a seasoned financial professional with over 10 years of experience in the financial services industry. Victor holds the Series 7TO, Series 66, and SIE licenses. Victor's expertise includes providing financial advice to high-net-worth individuals, corporations, and pension and profit-sharing plans.
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.
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.
A percentage of the total value of assets under management is charged.
Mutual fund fees, broker fees & transaction fees
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2
CA
02/27/2020 - Present
City National Securities, Inc. (Los Angeles CA)
BOTH
Issued 02/26/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/28/2019
Series 7TO - General Securities Representative Examination
BC
Issued 05/19/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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