Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Victoria? Claim Your ProfileVictoria Wilk is an Investment Advisor Representative associated with Mutual Advisors, LLC. Victoria has been in the financial services industry since 2009 and is licensed in California. Victoria Wilk has experience in financial planning and portfolio management for both individuals and businesses. Victoria is also a licensed insurance agent. Victoria Wilk has held previous registrations with Independent Financial Group, LLC, First Allied Securities, Inc. and Waddell & Reed, Inc.
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.
Hourly consulting
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
CA
05/23/2022 - Present
Mutual Advisors, LLC (El Segundo CA)
CA
02/28/2017 - 04/21/2022
INDEPENDENT FINANCIAL GROUP, LLC (EL SEGUNDO CA)
CA
12/01/2009 - 03/06/2017
FIRST ALLIED SECURITIES, INC. (MANHATTAN BEACH CA)
CA
02/01/2008 - 04/21/2008
WADDELL & REED, INC. (TORRANCE CA)
IA
Issued 02/29/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/13/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2015
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 01/31/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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