Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Victoria? Claim Your ProfileVictoria Castaneda is a financial advisor with Ameriprise Financial Services, LLC, located in Orlando, Florida. Victoria has been in the financial services industry since December 2004. She has experience working with a variety of clients, including high net worth individuals, corporations, pension plans, and charitable organizations. Victoria holds the Series 63, SIE, Series 7, and Series 62 securities licenses. She has been registered with Ameriprise Financial Services, LLC since October 2013. Prior to joining Ameriprise, Victoria worked for Resource Securities, Inc., Priority Capital Investments, LLC and CNL Securities Corp.
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.
Asset allocation services
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
FL
10/23/2013 - Present
Ameriprise Financial Services, LLC (ORLANDO FL)
PA
02/17/2011 - 03/30/2012
RESOURCE SECURITIES, INC. (PHILADELPHIA PA)
TX
10/14/2010 - 02/08/2011
PRIORITY CAPITAL INVESTMENTS, LLC (MAGNOLIA TX)
FL
05/09/2007 - 09/27/2010
CNL SECURITIES CORP. (ORLANDO FL)
FL
10/05/2001 - 10/20/2005
CNL SECURITIES CORP. (ORLANDO FL)
BC
Issued 01/12/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/2002
Series 7 - General Securities Representative Examination
BC
Issued 10/04/2001
Series 62 - Corporate Securities Limited Representative Examination
Active
Inactive
F
FINRA
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