Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Victoria? Claim Your ProfileVictoria Lee Artel is a registered representative with Centaurus Financial, Inc. Victoria has been in the industry since March 23, 1987. Victoria is licensed in Florida, New York, and Virginia. In addition to Centaurus Financial, Inc., Victoria has previously worked with Cetera Advisors LLC, FIRST ALLIED SECURITIES, INC., Ameriprise Financial Services, Inc., Morgan Keegan & Company, Inc., and Janney Montgomery Scott LLC. Victoria holds the Series 63, 65, 7, and SIE licenses. Victoria specializes in providing financial planning, pension consulting, educational seminars, market timing services, publication of periodicals, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. Victoria is also affiliated with Gold Coast Wealth Management and The Cove Financial.
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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2
CA
05/21/2024 - Present
Centaurus Financial, Inc. (ANAHEIM CA)
FL
09/08/2022 - 10/26/2022
CETERA ADVISORS LLC (Lauderdale by the Sea FL)
FL
12/22/2014 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (Lauderdale by the Sea FL)
FL
06/14/2011 - 12/26/2014
AMERIPRISE FINANCIAL SERVICES, INC. (POMPANO BEACH FL)
FL
05/07/2007 - 06/15/2011
MORGAN KEEGAN & COMPANY, INC. (FT. LAUDERDALE FL)
FL
06/28/2002 - 06/04/2007
JANNEY MONTGOMERY SCOTT LLC (FT. LAUDERDALE FL)
NY
03/24/1987 - 07/08/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 02/08/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/29/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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