Unclaimed
Victoria Ruetz is a Registered Representative with Wells Fargo Advisors Financial Network, LLC in Rochester, New York. Victoria has been in the industry since December 2014, working as a financial advisor for Wells Fargo Advisors and Mengel Metzger Barr & Co., LLP. Victoria is a Certified Public Accountant and is actively registered with the state of New York. Victoria specializes in providing financial planning and portfolio management services for individuals, corporations, and businesses. Victoria also provides pension consulting and investment consulting services to institutional clients.
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.
Investment consulting services to institutional clients
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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NY
04/28/2023 - Present
Wells Fargo Advisors Financial Network, LLC (ROCHESTER NY)
BOTH
Issued 04/20/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/14/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/26/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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