Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Victoria? Claim Your ProfileVictoria Sanchez is a registered representative with Tiaa-Cref Individual & Institutional Services, LLC in Denver, CO. Victoria has been in the financial industry for over 10 years and is licensed in all 50 states. Victoria is dedicated to helping her clients achieve their financial goals. Victoria specializes in financial planning and portfolio management. She offers a variety of services to meet the needs of her clients, including: * **Financial planning:** Victoria can help you create a personalized financial plan that takes into account your current financial situation and future goals. She can help you with a variety of financial planning needs, such as retirement planning, college savings, and estate planning. * **Portfolio management:** Victoria can help you manage your investments to meet your specific goals. She can help you select the right investments and make sure your portfolio is diversified to manage risk. Whether you are just starting out or are looking for ways to optimize your existing portfolio, Victoria is here to help.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Compensation from affiliates
1
2
CO
10/12/2023 - Present
Tiaa-Cref Individual & Institutional Services, LLC (DENVER CO)
BC
Issued 10/23/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/12/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/22/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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