Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Victoria? Claim Your ProfileVictoria Schofield is a financial advisor who has been in the industry since 2000. Victoria is currently registered with Cetera Investment Advisers LLC and has previously worked at several other firms, including CETERA ADVISOR NETWORKS LLC, ING FINANCIAL PARTNERS, INC., FINANCIAL NETWORK INVESTMENT CORPORATION, LPL FINANCIAL LLC, IFMG SECURITIES, INC., ESSEX NATIONAL SECURITIES, INC., and FIRST CAPITAL BROKERAGE SERVICES, INC. Victoria holds a Series 6, 7, 24, 63, and 65 license. Victoria has over 20 years of experience in the financial services industry, and is committed to providing clients with personalized financial planning and investment advice.
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.
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.
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2
PA
09/13/2024 - Present
Cetera Investment Advisers LLC (New Freedom PA)
PA
06/26/2013 - 12/05/2016
CETERA ADVISOR NETWORKS LLC (YORK PA)
PA
03/29/2012 - 07/01/2013
ING FINANCIAL PARTNERS, INC. (YORK PA)
PA
04/07/2011 - 02/23/2012
FINANCIAL NETWORK INVESTMENT CORPORATION (MOUNT JOY PA)
PA
05/27/2008 - 04/19/2011
LPL FINANCIAL LLC (YORK PA)
NY
06/06/2006 - 05/27/2008
IFMG SECURITIES, INC. (PURCHASE NY)
PA
02/01/2006 - 02/10/2006
IFMG SECURITIES, INC. (LANCASTER PA)
CA
04/02/2001 - 02/11/2005
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
PA
04/14/1999 - 04/02/2001
FIRST CAPITAL BROKERAGE SERVICES, INC. (YORK PA)
IA
Issued 07/16/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/13/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/03/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2004
Series 7 - General Securities Representative Examination
BC
Issued 04/13/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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