Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Victoria? Claim Your ProfileVictoria Neal is a financial advisor with LPL Financial LLC, a firm with over $50 billion in assets under management. Victoria is registered to offer investment advisory services in the United States, but she has a background in both broker-dealer and investment advisory services. Victoria earned her Series 7TO, SIE, and Series 6 licenses. She holds a professional designation and provides financial planning, pension consulting, and portfolio management for individuals and businesses. Victoria has been in the industry since 2015.
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
SC
07/25/2017 - Present
LPL Financial LLC (FORT MILL SC)
NC
11/16/2015 - 07/17/2017
METLIFE INVESTORS DISTRIBUTION COMPANY (CHARLOTTE NC)
NC
11/03/2015 - 06/30/2016
METLIFE SECURITIES, INC (CHARLOTTE NC)
BC
Issued 12/03/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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