Unclaimed
Victoria Singletary is a financial advisor with over 15 years of experience in the financial services industry. Victoria is currently registered with Equitable Advisors, LLC. Victoria holds the Series 63, Series 66, and Series 7 licenses, as well as the SIE exam. Victoria is also a Certified Financial Planner. Victoria has a strong track record of providing financial advice to individuals, families, and businesses. Victoria specializes in providing financial planning, portfolio management, and pension consulting services.
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.
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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2
FL
09/25/2024 - Present
Equitable Advisors, LLC (TAMPA FL)
PA
08/22/2023 - 04/01/2024
BRINKER CAPITAL SECURITIES, LLC (BERWYN PA)
TX
04/02/2018 - 07/01/2019
HD VEST INVESTMENT SERVICES (Irving TX)
VA
05/05/2017 - 03/22/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RICHMOND VA)
CA
09/09/2015 - 01/19/2017
GIRARD SECURITIES, INC. (EL SEGUNDO CA)
CA
02/10/2015 - 01/19/2017
SUMMIT BROKERAGE SERVICES, INC. (EL SEGUNDO CA)
CA
01/21/2015 - 01/19/2017
CETERA ADVISORS LLC (EL SEGUNDO CA)
CA
01/21/2015 - 01/19/2017
CETERA FINANCIAL SPECIALISTS LLC (EL SEGUNDO CA)
CA
01/21/2015 - 01/19/2017
CETERA INVESTMENT SERVICES LLC (EL SEGUNDO CA)
CA
01/21/2015 - 01/19/2017
FIRST ALLIED SECURITIES, INC. (El Segundo CA)
CA
12/04/2013 - 01/19/2017
CETERA ADVISOR NETWORKS LLC (EL SEGUNDO CA)
CA
02/10/2015 - 12/14/2016
LEGEND EQUITIES CORPORATION (El Segundo CA)
CA
09/09/2015 - 11/09/2016
VSR FINANCIAL SERVICES, INC. (el segundo CA)
CA
02/10/2015 - 11/09/2016
INVESTORS CAPITAL CORP. (EL SEGUNDO CA)
CA
02/10/2015 - 12/23/2015
J.P. TURNER & COMPANY, L.L.C. (El Segundo CA)
FL
09/11/2012 - 11/13/2013
CNL SECURITIES CORP. (ORLANDO FL)
TN
06/08/2011 - 08/24/2012
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)
VA
04/04/2008 - 08/02/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RICHMOND VA)
VA
01/01/2006 - 04/07/2008
WACHOVIA SECURITIES, LLC (RICHMOND VA)
BC
Issued 02/06/2024
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 06/02/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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