Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Victoria? Claim Your ProfileVictoria Irene Bach is a financial advisor with over 25 years of experience in the industry. Victoria is a registered representative and investment advisor representative with Osaic Wealth, Inc. and has been with the firm since June 2024. Prior to joining Osaic Wealth, Inc., Victoria was with Securities America, Inc. and Wall Street Financial Group, Inc. Victoria is registered in 13 states and holds several licenses and certifications, including Series 7, 6, 63, 65, 24, 26, 27, 52TO, 99TO, and SIE. 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.
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
NY
06/14/2024 - Present
Osaic Wealth, Inc. (VICTOR NY)
NY
09/23/2016 - 06/14/2024
SECURITIES AMERICA, INC. (VICTOR NY)
NY
11/04/1997 - 12/31/2016
WALL STREET FINANCIAL GROUP, INC. (FAIRPORT NY)
NY
09/06/1995 - 08/19/1997
WALL STREET FINANCIAL GROUP, INC. (VICTOR NY)
IA
Issued 05/29/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/11/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/02/2013
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/05/2013
Series 4 - Registered Options Principal Examination
BC
Issued 03/17/2003
Series 24 - General Securities Principal Examination
BC
Issued 01/22/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 12/01/1995
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/2003
Series 7 - General Securities Representative Examination
BC
Issued 09/05/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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