Unclaimed
Victoria Terralea Lepore is a financial advisor with Janney Montgomery Scott LLC. Victoria has been in the financial services industry since 1990. Victoria is registered with the Securities and Exchange Commission as an investment adviser representative. Victoria provides financial planning, portfolio management for individuals and businesses, and pension consulting services. Victoria is also registered with the Financial Industry Regulatory Authority (FINRA) and the state of Maryland as a securities broker-dealer. Victoria has a strong track record of success in the financial services industry and is committed to providing her clients with the highest level of service and expertise.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
MD
11/19/2021 - Present
Janney Montgomery Scott LLC (Lutherville (Greenspring) MD)
MD
09/06/2016 - 11/10/2016
RAYMOND JAMES & ASSOCIATES, INC. (BALTIMORE MD)
MD
03/06/2007 - 09/06/2016
DEUTSCHE BANK SECURITIES INC. (BALTIMORE MD)
NC
07/01/2003 - 08/22/2006
WACHOVIA CAPITAL MARKETS, LLC (CHARLOTTE NC)
MO
06/06/2000 - 07/01/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
MD
01/07/2000 - 06/12/2000
DB ALEX. BROWN LLC (BALTIMORE MD)
NY
06/14/1999 - 06/05/2000
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
MD
09/01/1997 - 06/14/1999
BT ALEX. BROWN INCORPORATED (BALTIMORE MD)
NA
05/15/1995 - 09/01/1997
ALEX. BROWN & SONS INCORPORATED
NJ
11/29/1994 - 01/17/1995
FIRST FIDELITY BROKERS, INC. (NEWARK NJ)
NA
08/07/1992 - 12/14/1994
BALTIMORE BANCORP INVESTMENT SERVICES, INC.
NA
01/13/1992 - 07/28/1992
HAMILTON INVESTMENTS, INC.
NC
05/23/1989 - 01/29/1992
SIGNET INVESTMENT CORPORATION (CHARLOTTE NC)
BOTH
Issued 03/17/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/13/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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