Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Victoria? Claim Your ProfileVictoria Lynne Barbisan is an investment professional with over 35 years of experience in the financial services industry. Victoria has been a registered representative and investment adviser since 1984 and currently holds active registrations in California and Florida. Victoria is associated with Ameriprise Financial Services, LLC. Victoria's previous employers include Ameriprise Advisor Services, Inc., Morgan Stanley DW Inc., Olde Discount Corporation, Quick & Reilly, Inc., and Wedbush Morgan Securities Inc. Victoria is a Series 7, Series 24, Series 31, Series 63, and Series 65 licensed professional.
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 services
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
10/05/2009 - Present
Ameriprise Financial Services, LLC (Newport Beach CA)
CA
03/08/2004 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (IRVINE CA)
NY
05/02/2000 - 03/09/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
MI
11/18/1993 - 05/05/2000
OLDE DISCOUNT CORPORATION (DETROIT MI)
NY
09/04/1990 - 10/14/1993
QUICK & REILLY, INC. (NEW YORK NY)
CA
10/26/1984 - 12/16/1989
WEDBUSH MORGAN SECURITIES INC. (LOS ANGELES CA)
IA
Issued 08/10/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/12/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/27/1995
Series 24 - General Securities Principal Examination
BC
Issued 02/06/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 10/20/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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