Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Victoria? Claim Your ProfileVictoria Areingdale is a financial advisor at Cfo4life, with over 5 years of experience in the financial industry. Victoria has a Series 66, Series 7 and SIE license and is a Certified Financial Planner. She is registered with the state of Texas as both a broker-dealer and an investment advisor. Prior to joining Cfo4life, Victoria worked as a registered sales assistant for Ausdal Financial Partners. Victoria specializes in financial planning, portfolio management and cash management solutions. She provides services to individuals, high-net-worth individuals, corporations, charitable organizations and pension and profit-sharing 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.
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.
Cash management solutions
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
TX
04/15/2020 - Present
Cfo4life (COPPELL TX)
TX
10/28/2019 - 04/08/2020
USAA FINANCIAL ADVISORS, INC. (ADDISON TX)
TX
08/24/2015 - 09/30/2019
CHARLES SCHWAB & CO., INC. (Mckinney TX)
BOTH
Issued 10/09/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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