Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Victoria? Claim Your ProfileVictoria Gurney is a registered representative with Wells Fargo Clearing Services, LLC. Victoria has been in the industry since June 8, 2010, and has been registered with Wells Fargo Clearing Services, LLC since June 23, 2021. Victoria is also an Investment Advisor Representative. Victoria holds a Series 6, 7, 63 and 66 license. Victoria has a history of previous employment with PFS INVESTMENTS INC. and WELLS FARGO ADVISORS, LLC. Victoria is based out of the Summit, NJ branch office of Wells Fargo Clearing Services, LLC.
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.
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.
Investment consulting services to institutional clients
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
NJ
06/23/2021 - Present
Wells Fargo Clearing Services, LLC (SUMMIT NJ)
NJ
07/22/2014 - 09/03/2014
PFS INVESTMENTS INC. (LODI NJ)
NJ
05/19/2009 - 09/13/2013
WELLS FARGO ADVISORS, LLC (WESTFIELD NJ)
BOTH
Issued 03/08/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/10/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2014
Series 7 - General Securities Representative Examination
BC
Issued 05/18/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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