Unclaimed
Victoria Haire is a financial professional with over 20 years of experience in the financial services industry. She has a broad range of experience working with a variety of clients, including individuals, businesses, and institutions. Victoria is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has previously held positions at Wachovia Securities, LLC and MetLife Securities Inc. Victoria is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
FL
10/22/2007 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (OCALA FL)
FL
06/14/2007 - 10/03/2007
WACHOVIA SECURITIES, LLC (OCALA FL)
FL
01/22/2001 - 05/30/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (OCALA FL)
MA
06/28/1999 - 01/25/2001
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
06/28/1999 - 01/25/2001
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/1999
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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