Unclaimed
Victoria Balser is a financial professional with over 20 years of experience in the industry. Victoria is currently registered with Kestra Investment Services, LLC in Texas. Victoria has previously been registered with firms such as Invesco Distributors, Inc., BTIG, LLC, ABN AMRO INCORPORATED, THE CHICAGO CORPORATION, and CANTOR FITZGERALD PARTNERS. Victoria holds Series 63, 65, 7, and SIE licenses. Victoria is committed to providing clients with personalized financial advice and guidance.
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.
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.
1
2
TX
05/24/2024 - Present
Kestra Investment Services, LLC (AUSTIN TX)
GA
03/20/2018 - 09/05/2023
INVESCO DISTRIBUTORS, INC. (ATLANTA GA)
NY
11/14/2016 - 03/23/2017
BTIG, LLC (NEW YORK NY)
CT
01/02/1997 - 10/14/1998
ABN AMRO INCORPORATED (STAMFORD CT)
IL
10/29/1996 - 01/02/1997
THE CHICAGO CORPORATION (CHICAGO IL)
NY
05/30/1995 - 11/12/1996
CANTOR FITZGERALD PARTNERS (NEW YORK NY)
BC
Issued 02/22/2017
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/14/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Victoria Balser is the right advisor for you? Invested Better is here to help.