Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Victoria? Claim Your ProfileVictoria Troccoli is a financial advisor with UBS Financial Services Inc. Victoria has been working in the financial services industry for 6 years. Victoria's previous experience includes roles at J.P. Morgan Securities LLC, Ameriprise Financial Services, Inc. and Edward Jones. Victoria holds the Series 66, SIE and Series 7 licenses. Victoria is also registered with the state of Florida. Victoria is dedicated to providing her clients with personalized financial advice and guidance. Victoria is an assistant coach for two U-11 girls soccer teams.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
FL
02/10/2020 - Present
UBS Financial Services Inc. (FT. LAUDERDALE FL)
FL
11/01/2018 - 02/28/2020
J.P. MORGAN SECURITIES LLC (FORT LAUDERDALE FL)
FL
12/06/2017 - 10/15/2018
AMERIPRISE FINANCIAL SERVICES, INC. (Fort Lauderdale FL)
FL
02/22/2017 - 11/13/2017
EDWARD JONES (BOYNTON BEACH FL)
BOTH
Issued 03/11/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2017
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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