Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Victoria? Claim Your ProfileVictoria McAnulty is an active investment advisor representative with Wells Fargo Clearing Services, LLC. Victoria has been in the financial industry since May 3, 1994. Victoria has worked at Wells Fargo Clearing Services, LLC since January 1, 2008. Victoria has also worked at A. G. Edwards & Sons, Inc., UBS PaineWebber Inc. and J.C. Bradford & Co.. Victoria is registered to provide investment advice in Arkansas, Massachusetts, North Carolina, Tennessee, Utah and Virginia.
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
NC
03/26/2020 - Present
Wells Fargo Clearing Services, LLC (WILMINGTON NC)
NC
01/01/2008 - 01/07/2020
WELLS FARGO CLEARING SERVICES, LLC (ASHEVILLE NC)
NC
03/01/2002 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ASHEVILLE NC)
NJ
08/14/2000 - 03/12/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
02/15/1994 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
BOTH
Issued 09/25/2000
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/03/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/09/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/22/1999
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/22/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 02/14/1994
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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