Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Victoria? Claim Your ProfileVictoria Ross is an investment professional with over 10 years of experience in the financial services industry. Victoria is a registered representative and investment advisor representative and has a wide range of experience, including portfolio management, financial planning and selection of other advisors. Victoria is currently employed by J.P. Morgan Securities LLC where she is a Senior Vice President. Victoria has previously held roles at LPL Financial LLC, Raymond James Financial Services, Inc. and Northwest Financial Group LLC.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
MA
10/17/2022 - Present
J.p. Morgan Securities LLC (Boston MA)
VA
09/18/2014 - 09/20/2022
NORTHWEST FINANCIAL GROUP LLC (HERNDON VA)
VA
08/11/2015 - 09/19/2022
LPL FINANCIAL LLC (HERNDON VA)
VA
11/04/2011 - 09/16/2014
RAYMOND JAMES FINANCIAL SERVICES, INC. (RESTON VA)
IA
Issued 11/19/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/20/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/08/2023
Series 4 - Registered Options Principal Examination
BC
Issued 10/26/2022
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/09/2018
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 04/22/2015
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2011
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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