Unclaimed
Victoria Fung is a financial advisor with over 10 years of experience in the industry. Victoria is currently registered with T. Rowe Price Investment Services, Inc. and is licensed to conduct business in all 50 states and the District of Columbia. Victoria has a strong background in securities and investment management, having previously worked for BlackRock Investments, LLC and BlackRock Execution Services. Victoria holds the Series 3, Series 7, and Series 63 licenses.
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.
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.
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2
CA
06/09/2017 - Present
T. Rowe Price Investment Services, Inc. (SAN FRANCISCO CA)
NY
10/03/2012 - 04/25/2017
BLACKROCK INVESTMENTS, LLC (NEW YORK NY)
CA
05/27/2010 - 11/06/2012
BLACKROCK EXECUTION SERVICES (SAN FRANCISCO CA)
BC
Issued 05/04/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/10/2020
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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