Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Victoria? Claim Your ProfileVictoria Serles is a financial advisor with Coldstream Wealth Management. Victoria has been in the financial industry since July 1, 2003 and is registered to provide investment advice in multiple states. Victoria specializes in providing financial planning services, investment management, and portfolio management for individuals, businesses and pooled investment vehicles. Victoria's firm, Coldstream Wealth Management, manages assets for a variety of clients, including individuals, families, corporations, foundations and charities.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Project by project basis
1
2
WA
10/02/2023 - Present
Coldstream Wealth Management (BELLEVUE WA)
WA
08/19/2009 - 10/03/2023
NYLIFE SECURITIES LLC (KIRKLAND WA)
NY
07/01/2003 - 06/30/2009
SEIDMAN PRIVATE SECURITIES LLC (NEW YORK NY)
BOTH
Issued 06/20/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/20/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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