Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Victoria? Claim Your ProfileVictoria Best is a financial advisor registered with Ameriprise Financial Services, LLC and has been in the industry for over 22 years. Victoria has a broad range of experience in financial planning, asset allocation and portfolio management. Victoria is a Certified Financial Planner and has also been registered with Ameriprise Financial Services, Inc., Equity Services, Inc., OppenheimerFunds Distributor, Inc. and Deutsche Morgan Grenfell Inc. Victoria's previous experience includes roles in Seattle, WA, Montpelier, VT and New York, NY.
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
WA
05/14/2019 - Present
Ameriprise Financial Services, LLC (SEATTLE WA)
WA
10/09/2012 - 09/01/2015
AMERIPRISE FINANCIAL SERVICES, INC. (SEATTLE WA)
WA
12/01/2011 - 06/01/2012
AMERIPRISE FINANCIAL SERVICES, INC. (SEATTLE WA)
VT
04/11/2006 - 12/09/2009
EQUITY SERVICES, INC. (MONTPELIER VT)
NY
04/17/1997 - 07/02/2004
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
NY
01/16/1996 - 03/23/1998
DEUTSCHE MORGAN GRENFELL INC. (NEW YORK NY)
BC
Issued 07/08/2020
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/09/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/18/1998
Series 24 - General Securities Principal Examination
BC
Issued 09/01/2015
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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