Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Victoria? Claim Your ProfileVictoria Wang is a financial advisor in Long Beach, California, who has been active in the industry since October 19, 2005. Victoria has a broad range of experience, having worked with both First Financial Equity Corporation and RBC Capital Markets, LLC. She is currently registered with Mariner Independent, an independent investment advisor firm, providing investment advisory services. Victoria is dedicated to helping her clients achieve their financial goals through a personalized approach to financial planning and portfolio management. She is committed to providing her clients with the highest level of service and expertise.
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.
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.
1
2
CA
03/07/2022 - Present
Mariner Independent (Long Beach CA)
CA
02/09/2012 - 03/10/2022
FIRST FINANCIAL EQUITY CORPORATION (LONG BEACH CA)
CA
10/20/2005 - 02/21/2012
RBC CAPITAL MARKETS, LLC (LONG BEACH CA)
IA
Issued 12/12/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/07/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/03/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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