Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Victoria? Claim Your ProfileVictoria Mannarino is a financial advisor with LPL Financial LLC. Victoria has been in the financial services industry since 1984. Victoria is registered with the state of Ohio and Texas. Victoria has Series 4, 7, 8, 9, 10, 63 and SIE licenses. Victoria's other business activities include: 1) 1/1996 - Business Entity For Tax/Investment Purposes Only - Resource Financial, LLC - Not Investment Related - Willoughby Hills, OH 44094 2) 6/2021 - DBA for LPL Business (entity for LPL business) - Ohio Investment Partners - Investment Related - 100% - Willoughby Hills, OH 44094 3) 6/2021 - Non-Variable Insurance - Victoria Mannarino - Investment Related - 1% - Willoughby Hills, OH 44094 4) 03/16/2022 - JL Thomas in Cleveland - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date - 03/01/2022 - 4 Hours Per Month/4 Hours During Securities Trading. Victoria is a Certified Financial Planner. Victoria provides financial planning, portfolio management for businesses and individuals, and other non-discretionary advisory services.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
09/01/2021 - Present
LPL Financial LLC (WILLOUGHBY HILLS OH)
OH
10/18/1996 - 09/10/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (Willoughby Hills OH)
OH
01/22/1996 - 10/29/1996
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
CA
11/28/1994 - 01/19/1996
FN INVESTMENT CENTER (SACRAMENTO CA)
OH
12/15/1993 - 12/06/1994
TEMPO SECURITIES CORPORATION (CLEVELAND OH)
MO
09/04/1990 - 12/13/1993
EVEREN SECURITIES, INC. (ST. LOUIS MO)
NA
06/05/1989 - 09/04/1990
PRESCOTT, BALL & TURBEN, INC.
NA
11/09/1988 - 01/24/1989
AMERIMUTUAL CORPORATION
NA
03/24/1988 - 09/21/1988
EQUICO SECURITIES, INC.
NA
03/24/1988 - 09/21/1988
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
NA
06/13/1985 - 11/23/1987
STATE DISCOUNT BROKERS, INC.
NA
04/11/1984 - 06/13/1985
CARNEGIE FUND DISTRIBUTORS, INC.
NA
11/20/1983 - 03/10/1984
FIRST INVESTORS CORPORATION
NA
06/07/1983 - 10/18/1983
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
BC
Issued 07/23/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/11/1987
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 05/09/1986
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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