Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Victoria? Claim Your ProfileVictoria Crissy Miller has been in the financial services industry since 1997. Currently, Victoria is registered with Wells Fargo Clearing Services, LLC in Florida and Texas. Victoria is a licensed Series 7, 8, 63, and 66 Registered Representative, and has experience in financial planning, portfolio management for businesses and individuals, and selection of other advisors. Before Wells Fargo Clearing Services, LLC, Victoria worked at UBS Financial Services Inc. and SunTrust Investment Services, Inc.
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.
Investment consulting services to institutional clients
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.
1
2
FL
01/05/2021 - Present
Wells Fargo Clearing Services, LLC (LAKE MARY FL)
FL
03/11/2014 - 07/22/2020
UBS FINANCIAL SERVICES INC. (ORLANDO FL)
FL
10/05/2011 - 02/18/2014
SUNTRUST INVESTMENT SERVICES, INC. (WINTER PARK FL)
TX
10/24/1996 - 07/07/1999
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
09/20/1984 - 07/12/1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 11/28/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/03/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/26/1988
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2011
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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