Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Victoria? Claim Your ProfileVictoria Lavin has been in the financial services industry since 1989. Victoria is currently registered with Wells Fargo Advisors Financial Network, LLC in Gilbert, Arizona and has previously been associated with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, CITIGROUP GLOBAL MARKETS INC., EVEREN SECURITIES, INC., and BOETTCHER & COMPANY, INC. Victoria holds the Series 7, Series 63, and SIE licenses. Victoria offers financial planning, portfolio management for individuals and businesses, pension consulting and investment consulting services to institutional clients.
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
AZ
11/08/2024 - Present
Wells Fargo Advisors Financial Network, LLC (GILBERT AZ)
AZ
06/24/2003 - 08/01/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MESA AZ)
NY
01/16/1995 - 05/30/2003
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
MO
09/04/1990 - 01/17/1995
EVEREN SECURITIES, INC. (ST. LOUIS MO)
NA
04/18/1989 - 09/04/1990
BOETTCHER & COMPANY, INC.
BC
Issued 05/15/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/1989
Series 7 - General Securities 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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