Unclaimed
Victoria Lynn Thomas is a financial professional with over 13 years of experience in the industry. Victoria is registered with MML Investors Services, LLC and is licensed in 36 states. Victoria has a strong background in securities and investment advisory services, and is dedicated to providing personalized financial guidance to her clients. Victoria specializes in providing financial planning, asset allocation programs, and portfolio management services to individuals, businesses, and pension plans.
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.
Asset allocation programs
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.
Solicitors fees
1
2
AZ
03/25/2017 - Present
MML Investors Services, LLC (SCOTTSDALE AZ)
AZ
09/13/2010 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (TEMPE AZ)
BC
Issued 09/13/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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