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 1999. Victoria is a registered representative with Cetera Investment Advisers LLC and is licensed to provide financial advice in Colorado, Delaware, Florida, Georgia, Maryland, Michigan, New Jersey, New York, North Carolina, Oregon, Pennsylvania, South Carolina, Texas and Virginia. Victoria has experience working with a variety of clients including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Victoria is also a registered investment advisor and has experience working with clients in the areas of fixed insurance, financial planning, pension consulting, and portfolio management.
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 7/16/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 4/13/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/3/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2004
Series 7 - General Securities Representative Examination
BC
Issued 4/13/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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