Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Victoria? Claim Your ProfileVictoria ClarkConigliaro is a financial advisor who has been in the industry since 1987. Victoria is currently registered with UBS Financial Services Inc. and has been with the firm since 2013. Prior to joining UBS, Victoria was with INGALLS & SNYDER, LLC for 9 years. Victoria has a wide range of experience in the financial services industry, including providing financial planning, portfolio management, and other services to a variety of clients, including individuals, families, businesses, and institutions. Victoria is committed to helping her clients achieve their financial goals.
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
NY
05/10/2007 - Present
UBS Financial Services Inc. (NEW YORK NY)
NY
05/04/1998 - 03/21/2007
INGALLS & SNYDER, LLC (NEW YORK NY)
NY
06/22/1987 - 05/13/1998
SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)
IA
Issued 07/22/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/13/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/1994
Series 7 - General Securities Representative Examination
BC
Issued 06/18/1987
Series 6 - Investment Company Products/Variable Contracts 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
Not sure Victoria Conigliaro is the right advisor for you? Invested Better is here to help.
