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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 Lauren Sierra is a financial advisor with Cetera Investment Advisers LLC, a firm with 5438 licensed agents and 6645 investment advisor representatives. Victoria has been in the industry since April 2013 and holds Series 6, 7, 26, 63, and 65 licenses. Victoria has worked with a variety of clients, including high-net-worth individuals, corporations, and pension and profit-sharing plans. Victoria is registered in Arizona, California, Colorado, Florida, Hawaii, Kansas, New York, Oregon, South Carolina, Texas, and Washington. Victoria is a Certified Financial Planner.
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.
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CA
10/20/2020 - Present
Cetera Investment Advisers LLC (PASADENA CA)
CA
04/29/2013 - 06/20/2019
FORESTERS FINANCIAL SERVICES, INC. (MONROVIA CA)
IA
Issued 4/21/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/8/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 7/28/2014
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 6/3/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/26/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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