Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Victoria? Claim Your ProfileVictoria Freund is a financial professional with over 4 years of experience in the industry. Victoria is currently registered with RBC Capital Markets, LLC in Phoenix, Arizona, and has a Series 63, Series 79TO, Series 52TO, and SIE license. Prior to joining RBC Capital Markets, LLC, Victoria was employed by WELLS FARGO SECURITIES, LLC in New York, New York. Victoria is an active advisor who specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and institutions.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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.
A percentage of the total value of assets under management is charged.
1
2
AZ
02/01/2022 - Present
RBC Capital Markets, LLC (PHOENIX AZ)
NY
07/08/2019 - 01/13/2022
WELLS FARGO SECURITIES, LLC (New York NY)
BC
Issued 07/12/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/08/2024
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 11/22/2019
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 07/08/2019
Series 52TO - Municipal Securities Representative Examination
BC
Issued 05/31/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
NYSE National, Inc.
N
New York Stock Exchange
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