Unclaimed
Victoria Tejeda is a financial advisor at Modera Wealth Management, LLC, a firm that manages over $12 billion in assets. Victoria has been in the financial industry since 2011 and holds the Certified Financial Planner designation. She is registered with the state of Massachusetts and Texas and specializes in financial planning, pension consulting, and portfolio management for businesses and individuals. Victoria's firm offers a range of financial services including fixed fees, hourly charges, and a percentage of assets.
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.
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.
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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MA
10/25/2023 - Present
Modera Wealth Management, LLC (BOSTON MA)
Active
Inactive
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