Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Victoria? Claim Your ProfileVictoria Wienholt is a registered investment advisor representative with Alliancebernstein LP. Victoria is registered in Florida and Illinois. Victoria has been in the industry since 2019 and has held positions at various firms including Fisher Investments, Malik Family Household, The Loft, &Wealth, ARK Design LLC, and Hillstone Restaurant Group. Victoria has passed the Series 7TO, SIE, and the Uniform Combined State Law Examination (Series 66). Victoria's areas of specialization include asset allocation, financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.
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.
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.
Strategic management for diversified investment portfolios.
Asset allocation
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
FL
06/29/2023 - Present
Alliancebernstein LP (Tampa FL)
BOTH
Issued 06/29/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/31/2023
Series 7TO - General Securities Representative Examination
BC
Issued 02/27/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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