Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Victoria? Claim Your ProfileVictoria Ann Lynch is an investment advisor representative with Fidelity Personal And Workplace Advisors. Victoria has been in the financial services industry since December 2012 and holds FINRA registrations including Series 7, 9, 10, and 66 licenses. Victoria is registered to provide advisory services in 52 states. Fidelity Personal And Workplace Advisors is a large investment firm based in Boston with over 7979 licensed agents and $818 billion in assets under management. Victoria's firm provides financial planning, educational seminars, and portfolio management services to individuals, high net worth individuals, corporations, and pension plans.
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.
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.
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
FL
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (JACKSONVILLE FL)
BOTH
Issued 10/22/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/19/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/09/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/21/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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