Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Victoria? Claim Your ProfileVictoria Lieb is an experienced financial advisor, registered with UBS Financial Services Inc. Victoria has a strong track record of providing comprehensive financial planning and investment management services to a wide range of clients, including individuals, families, businesses, and institutions. Victoria holds the Series 7, 63, and 65 licenses, demonstrating her commitment to professional excellence and comprehensive knowledge of the financial industry. She is also licensed to provide investment advisory services in several states. Prior to joining UBS Financial Services Inc., Victoria worked with Goldman Sachs & Co. LLC and First Republic Securities Company, LLC.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
NY
04/25/2023 - Present
UBS Financial Services Inc. (NEW YORK NY)
NY
03/02/2020 - 05/18/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (New York NY)
NY
06/08/2019 - 03/25/2020
GOLDMAN SACHS & CO. LLC (NEW YORK NY)
IA
Issued 08/27/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/17/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/08/2019
Series 7TO - General Securities Representative Examination
BC
Issued 05/18/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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