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Victoria Jo Brialmont

American Portfolios Financial Services, Inc.

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About Victoria Jo Brialmont

Victoria Brialmont is a financial advisor with over 25 years of experience in the industry. Victoria is currently registered with American Portfolios Financial Services, Inc. and has been with the firm since 2011. Victoria is licensed to provide financial services in several states and is dedicated to helping clients reach their financial goals.

Firm Information

Victoria Brialmont is currently registered with American Portfolios Financial Services, Inc.. American Portfolios Financial Services, Inc. is a corporation approved in April 1990, registered in 53 states and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

154

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Victoria Brialmont’s Registration & Firm History

FL

08/24/2011 - Present

American Portfolios Financial Services, Inc. (NORTH PALM BEACH FL)

FL

03/19/2007 - 02/26/2010

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (PALM BEACH GARDENS FL)

FL

03/01/2002 - 03/20/2007

QUESTAR CAPITAL CORPORATION (PALM BEACH GARDENS FL)

VT

04/07/1998 - 03/19/2002

EQUITY SERVICES, INC. (MONTPELIER VT)

VT

02/13/1997 - 12/31/1997

EQUITY SERVICES, INC. (MONTPELIER VT)

NA

02/29/1996 - 12/31/1996

EQUITY SERVICES, INC.

VT

02/28/1996 - 12/31/1996

EQUITY SERVICES, INC. (MONTPELIER VT)

MA

08/03/1992 - 02/02/1996

ALLMERICA INVESTMENTS, INC. (WORCESTER MA)

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Licenses & Designations

BC

Issued 09/09/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/11/2004

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 07/31/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 8 public disclosures for Victoria Jo Brialmont. Review regulatory record here.
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