Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Victoria? Claim Your ProfileVictoria Lynn LeBlanc is an active financial advisor who has been working in the industry since 2015. Victoria is registered with Raymond James Financial Services Advisors, Inc. and has a branch office in Stuart, FL. Previously, Victoria has worked with APW Capital, Inc. and Raymond James Financial Services, Inc.. Victoria holds several licenses, including Series 7, Series 24, Series 51, and Series 66. Victoria is also a Certified Divorce Financial Analyst. Victoria offers a variety of financial services, including financial planning, portfolio management, and pension consulting. Victoria is committed to providing her clients with personalized service and helping them achieve their financial goals.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
08/05/2019 - Present
Raymond James Financial Services Advisors, Inc. (STUART FL)
FL
01/02/2019 - 06/28/2019
APW CAPITAL, INC. (Delray Beach FL)
FL
10/12/2015 - 11/12/2018
RAYMOND JAMES FINANCIAL SERVICES, INC. (STUART FL)
BOTH
Issued 8/18/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 5/24/2018
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 6/12/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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