linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Victoria Dale Thalimer

Alps Portfolio Solutions Distributor, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Victoria? Claim Your Profile

About Victoria Dale Thalimer

Victoria Thalimer is a financial professional with over 20 years of experience in the industry. Victoria is currently registered with Alps Portfolio Solutions Distributor, Inc. and Alps Distributors, Inc., both of which are headquartered in Denver, CO. Victoria has held previous positions with firms such as GWFS Equities, Inc., TIAA-CREF Individual & Institutional Services, LLC, AIM Distributors, Inc., GT Global, Inc., and SunAmerica Securities, Inc. Victoria holds the Series 6, Series 7TO, Series 26, and Series 63 licenses.

Firm Information

Victoria Thalimer is currently registered with Alps Portfolio Solutions Distributor, Inc.. Alps Portfolio Solutions Distributor, Inc. is a corporation formed in March 2007. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

25

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Victoria Thalimer’s Registration & Firm History

CO

02/05/2018 - Present

Alps Portfolio Solutions Distributor, Inc. (DENVER CO)

CO

01/18/2011 - 12/03/2013

GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)

CO

08/23/2006 - 11/10/2009

GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)

CO

06/17/2005 - 06/12/2006

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DENVER CO)

TX

11/23/1998 - 06/01/2005

A I M DISTRIBUTORS, INC. (HOUSTON TX)

CA

02/06/1998 - 10/16/1998

GT GLOBAL, INC. (SAN FRANCISCO CA)

AZ

10/29/1997 - 12/12/1997

SUNAMERICA SECURITIES, INC. (PHOENIX AZ)

Not sure if Victoria Dale Thalimer is right for you?

Licenses & Designations

BC

Issued 07/08/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/22/2017

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 11/27/2018

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/28/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Victoria Dale Thalimer.
Not sure if Victoria Dale Thalimer is right for you?