Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Victoria? Claim Your ProfileVictoria Crosby is a financial advisor with over 25 years of experience in the financial services industry. Victoria is currently registered with the state of Washington as an Investment Advisor Representative. Victoria is also a registered representative with The Institute. Prior to joining The Institute, Victoria was previously employed by Purshe Kaplan Sterling Investments, International Assets Advisory, LLC, Dinosaur Financial Group, L.L.C, Wells Fargo Advisors, LLC, UBS Financial Services Inc., and Piper Jaffray & Co. Victoria holds both Series 63 and Series 65 licenses and a Series 7 license and the SIE exam. Victoria specializes in working with high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and individuals other than high-net-worth. Victoria is a highly experienced and knowledgeable financial advisor who is committed to providing her clients with the highest level of service.
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
CO
05/10/2019 - Present
THE Institute (DENVER CO)
WA
03/02/2017 - 11/07/2017
PURSHE KAPLAN STERLING INVESTMENTS (Seattle WA)
FL
09/23/2016 - 01/03/2017
INTERNATIONAL ASSETS ADVISORY, LLC (ORLANDO FL)
WA
08/03/2013 - 08/18/2016
DINOSAUR FINANCIAL GROUP, L.L.C (SEATTLE WA)
WA
03/05/2008 - 03/19/2012
WELLS FARGO ADVISORS, LLC (SEATTLE WA)
WA
08/12/2006 - 03/12/2008
UBS FINANCIAL SERVICES INC. (SEATTLE WA)
WA
05/11/1992 - 08/12/2006
PIPER JAFFRAY & CO. (SEATTLE WA)
IA
Issued 01/24/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/29/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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