Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Victoria? Claim Your ProfileVictoria Jercinovic is a financial professional with over a decade of experience in the industry. Victoria has been registered with the state of Colorado since 2018, and has passed numerous industry exams including the Series 7, Series 10, Series 24 and the SIE exam. Victoria is a licensed agent with Tiaa-Cref Individual & Institutional Services, LLC. Her prior experience includes a role with Charles Schwab & Co., Inc. Victoria specializes in providing financial advice and portfolio management services to a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
CO
03/22/2018 - Present
Tiaa-Cref Individual & Institutional Services, LLC (DENVER CO)
CO
12/15/2009 - 03/19/2018
CHARLES SCHWAB & CO., INC. (LONE TREE CO)
BC
Issued 01/22/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/27/2021
Series 24 - General Securities Principal Examination
BC
Issued 05/17/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/05/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Victoria Jercinovic is the right advisor for you? Invested Better is here to help.
