Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Victoria? Claim Your ProfileVictoria Washburn is a financial advisor registered with Edward Jones. Victoria has been working in the financial industry since December 2009 and has a total of 16 years of experience. Victoria is currently registered with the state of Colorado and has been licensed to sell securities in 17 states. Victoria is also registered as an investment advisor in the state of Texas. Victoria's firm is Edward Jones, which is a publicly traded company and a member of the New York Stock Exchange (NYSE). The firm has an estimated $10 billion to $50 billion in assets under management. Victoria has experience working with clients in a variety of industries including individuals, high-net-worth individuals, corporations and businesses, charitable organizations, partnerships, investment clubs and limited liability companies, pension and profit sharing plans, banking or thrift institutions, and insurance companies. Victoria is a Certified Financial Planner and is committed to providing clients with personalized financial advice.
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.
See schedule d - miscellaneous
1
2
CO
03/18/2021 - Present
Edward Jones (Greenwood Village CO)
MO
08/13/2009 - 09/17/2009
AXA ADVISORS, LLC (CLAYTON MO)
BOTH
Issued 08/28/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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