Unclaimed
Victoria Cannon is a registered Investment Advisor Representative with Optima Capital LLC in Liberty, Missouri. Victoria holds a Series 65 license and is registered in Missouri. Victoria has been in the financial services industry since 2000 and is also a Director of Client Services at Oracle. Victoria's expertise is in portfolio management for individuals and selection of other advisers.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisory consulting
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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06/14/2024 - Present
Optima Capital LLC (BEAVERTON OR)
IA
Issued 06/14/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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