Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Victoria? Claim Your ProfileVictoria Wabnig has been in the financial services industry since July 7, 1999. Victoria is currently registered with PKS Advisory Services, LLC and is licensed in Florida, as well as several other states. Victoria has previously been registered with MML Investors Services, LLC, MSI Financial Services, Inc., MetLife Securities Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Advest, Inc., Credit Suisse First Boston Corporation, Commonwealth Equity Services, Inc., and Hornor, Townsend & Kent, Inc. Victoria offers portfolio management for individuals and businesses, financial planning, 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.
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
05/31/2023 - Present
PKS Advisory Services, LLC (ALBANY NY)
CT
03/25/2017 - 06/18/2019
MML INVESTORS SERVICES, LLC (SHELTON CT)
CT
06/17/2009 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (SHELTON CT)
NY
10/29/2007 - 08/27/2008
METLIFE SECURITIES INC. (LATHAM NY)
NY
03/08/2006 - 10/19/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MIDDLETOWN NY)
CT
03/09/2004 - 03/08/2006
ADVEST, INC. (HARTFORD CT)
NY
03/18/1999 - 05/20/2002
CREDIT SUISSE FIRST BOSTON CORPORATION (NEW YORK NY)
MA
11/16/1995 - 12/02/1998
COMMONWEALTH EQUITY SERVICES, INC. (WALTHAM MA)
PA
01/14/1994 - 11/10/1994
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
IA
Issued 01/23/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/20/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/12/2011
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/17/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/1995
Series 7 - General Securities Representative Examination
BC
Issued 01/13/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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