Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Victoria? Claim Your ProfileVictoria Davis is a financial advisor with over 25 years of experience in the industry. Victoria currently works with Merrill Lynch, Pierce, Fenner & Smith Inc., a firm that has over $1 trillion in assets under management. Victoria is a registered representative with FINRA and has Series 7, 9, 10, 63, and 65 licenses. Victoria provides a range of financial advisory services, including portfolio management, financial planning, and pension consulting. Victoria is also a registered investment advisor representative in the state of Florida and Texas.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
02/19/2010 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (JACKSONVILLE FL)
FL
12/04/1992 - 07/07/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
IA
Issued 11/26/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/09/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/11/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/1992
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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