Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Victoria? Claim Your ProfileVictoria Winkelman is a financial advisor with over 30 years of experience in the industry. Victoria is currently registered with Planmember Securities Corp. and has been with them since January 2005. Victoria is a Certified Financial Planner and holds Series 6, 7, and 63 securities licenses. Victoria has held previous registrations with several other firms including Legend Equities Corporation, Investors Brokerage Services, Inc., and Lincoln Financial Advisors Corporation.
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.
Provides investment supervisory 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.
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2
CA
02/15/2005 - Present
Planmember Securities Corp. (SAN DIEGO CA)
IL
08/08/2001 - 02/14/2005
PMG SECURITIES CORPORATION (ELGIN IL)
AZ
07/03/1995 - 08/03/2001
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
FL
01/01/1994 - 07/13/1995
LEGEND EQUITIES CORPORATION (PALM BEACH GARDENS FL)
FL
11/20/1989 - 01/01/1994
LEGEND CAPITAL CORPORATION (PALM BEACH GARDENS FL)
IL
06/25/1987 - 09/12/1989
INVESTORS BROKERAGE SERVICES, INC. (ELGIN IL)
NA
07/10/1985 - 07/01/1987
LINCOLN FINANCIAL ADVISORS CORPORATION
NA
07/10/1985 - 07/01/1987
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
NA
07/10/1985 - 03/24/1987
LINCOLN NATIONAL PENSION INSURANCE COMPANY
NA
02/04/1985 - 07/15/1985
E.I. SALES, INC.
NA
09/04/1984 - 01/08/1985
AETNA LIFE INSURANCE AND ANNUITY COMPANY
NA
06/21/1983 - 07/19/1984
THE VARIABLE ANNUITY MARKETING COMPANY
BC
Issued 07/11/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/1986
Series 7 - General Securities Representative Examination
BC
Issued 06/20/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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