Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Victoria? Claim Your ProfileVictoria Martin is an Investment Advisor Representative at Summit Global Investments, LLC. Victoria has been in the industry for over 1 year. Victoria has experience in the investment and insurance industries. Victoria has a Series 63, Series 65, Series 6TO, and SIE licenses. Victoria specializes in providing investment advice to individuals, families, and businesses. Victoria is also experienced in financial planning and portfolio management. Victoria is committed to providing her clients with the highest level of service and expertise. Victoria holds the following credentials: Series 63, Series 65, Series 6TO, and SIE. Victoria is a member of the Lioness Sewing and Alterations.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Analytical services.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
UT
10/11/2023 - Present
Summit Global Investments, LLC (Bountiful UT)
UT
06/14/2022 - 09/18/2023
TRANSAMERICA FINANCIAL ADVISORS, INC (CLEARFIELD UT)
BC
Issued 06/10/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/03/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/13/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/18/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
Not sure Victoria Martin is the right advisor for you? Invested Better is here to help.
