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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Victoria? Claim Your ProfileVictoria Buffum is a financial advisor with Straight Path Wealth Management. Victoria has over 6 years of experience in the financial services industry. Victoria holds a Series 65 license. Victoria's specialties include financial planning, portfolio management for businesses and individuals. Victoria also works as a Partner and Officer at Straight Path Tax and Accounting Solutions, Inc.
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.
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.
A percentage of the total value of assets under management is charged.
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MI
01/01/2025 - Present
Straight Path Wealth Management (JENISON MI)
IA
Issued 11/04/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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