Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Victoria? Claim Your ProfileVictoria Henry is a financial advisor with West Financial Services, Inc. Victoria has been in the financial services industry for 9 years. Victoria is registered with the state of Virginia and has a Series 7 and Series 66 license. She is also a Certified Financial Planner. Victoria has experience working with high net worth individuals, corporations, and charitable organizations. Victoria specializes in financial planning, portfolio management, and pension consulting.
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.
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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VA
11/10/2016 - Present
West Financial Services, Inc. (MCLEAN VA)
DC
06/15/2013 - 09/16/2016
MERCER ALLIED COMPANY, L.P. (WASHINGTON DC)
BOTH
Issued 08/16/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/16/2016
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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