Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Victoria? Claim Your ProfileVictoria King is a financial professional with a proven track record of success in the financial services industry. Victoria currently holds a Series 7 and Series 63 license, and has experience working with clients at Charles Schwab & Co., Inc. and TD Ameritrade, Inc. Victoria's focus is on providing comprehensive financial planning services to individuals and families.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
NE
09/09/2019 - Present
Charles Schwab & CO., Inc. (Omaha NE)
NE
03/21/2024 - 07/29/2024
TD AMERITRADE, INC. (OMAHA NE)
NE
11/02/2022 - 12/31/2023
TD AMERITRADE, INC. (OMAHA NE)
FL
07/05/2018 - 12/18/2018
CHARLES SCHWAB & CO., INC. (West Palm Beach FL)
BC
Issued 10/03/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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