Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Victorea? Claim Your ProfileVictorea Smith is a financial advisor registered with Morgan Stanley and has been in the industry since March 2023. Victorea holds licenses including Series 63, Series 6TO, and SIE. Victorea's primary location is in Alpharetta, GA. Before joining Morgan Stanley, Victorea was employed at J.P. Morgan Securities LLC. Victorea specializes in a variety of financial products and services and is committed to providing clients with personalized financial guidance and investment solutions.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
GA
07/29/2024 - Present
Morgan Stanley (Alpharetta GA)
GA
02/22/2023 - 07/13/2024
J.P. MORGAN SECURITIES LLC (ATLANTA GA)
BC
Issued 02/03/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/22/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/12/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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