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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 Harrell is an investment advisor representative with Hightower Advisors, LLC. Victoria has been in the financial services industry since 2001 and has experience with a variety of firms including Fidelity Brokerage Services LLC, RBC Capital Markets, LLC and Morgan Stanley. Victoria has a wide range of experience in financial planning, portfolio management and treasury management.
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.
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.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
IL
09/15/2023 - Present
Hightower Advisors, LLC (CHICAGO IL)
MD
07/12/2013 - 01/08/2015
FIDELITY BROKERAGE SERVICES LLC (BETHESDA MD)
DC
05/16/2011 - 04/12/2013
RBC CAPITAL MARKETS, LLC (WASHINGTON DC)
MD
06/01/2009 - 05/19/2011
MORGAN STANLEY SMITH BARNEY (BETHESDA MD)
MD
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BETHESDA MD)
MD
10/18/2004 - 04/02/2007
MORGAN STANLEY DW INC. (BETHESDA MD)
NE
10/31/2003 - 12/19/2003
AMERITAS INVESTMENT CORP. (LINCOLN NE)
MD
06/30/2003 - 10/31/2003
THE ADVISORS GROUP, INC. (BETHESDA MD)
MD
03/13/2003 - 06/05/2003
THE ADVISORS GROUP, INC. (BETHESDA MD)
MA
03/13/2001 - 02/19/2003
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
IA
Issued 09/15/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/23/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/09/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/21/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/08/2015
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 03/12/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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