Invested Better
Unclaimed

Unclaimed

Unclaimed

Victoria Terralea Lepore

Janney Montgomery Scott LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Victoria? Claim Your Profile

About Victoria Terralea Lepore

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.

Firm Information

Victoria Lepore is currently registered with Janney Montgomery Scott LLC. Janney Montgomery Scott LLC is a Philadelphia-based, full-service financial services firm with over $85 billion in assets under management. Formed in 1999, the firm provides a comprehensive suite of financial advisory services, including financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and institutions. Janney Montgomery Scott LLC is registered with the SEC and operates in all 50 states and the District of Columbia.
Janney Montgomery Scott LLC

1717 ARCH STREET

PHILADELPHIA, PA 19103

$85.90B

Assets Under Management

2,265

Total Clients

1,570

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

commissions

Earned based on transactions or products sold.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Fee plus commission

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Victoria Lepore’s Registration & Firm History

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)

Not sure if Victoria Terralea Lepore is right for you?

Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Victoria Terralea Lepore.
Not sure if Victoria Terralea Lepore is right for you?