Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Victoria? Claim Your ProfileVictoria Marshall is a financial advisor who has been in the industry since 2015. Victoria has a variety of experience in the financial industry, having worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Foresters Financial Services, Inc., and Bank of America, N.A. Victoria currently works as a Registered Representative and Investment Advisor Representative at Fidelity Personal And Workplace Advisors. Victoria specializes in a number of areas including financial planning, portfolio management for individuals and businesses, and education seminars.
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.
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.
A percentage of the total value of assets under management is charged.
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2
KY
08/11/2023 - Present
Fidelity Personal AND Workplace Advisors (COVINGTON KY)
NJ
01/27/2021 - 02/15/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
NJ
03/06/2019 - 05/08/2020
FORESTERS FINANCIAL SERVICES, INC. (EDISON NJ)
NJ
01/12/2018 - 03/23/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
BOTH
Issued 08/11/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/23/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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