Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Victoria? Claim Your ProfileVictoria Thu-van Pazzalia is a registered investment advisor representative with McAdam LLC, based in Philadelphia, PA. Victoria has over 12 years of experience in the financial services industry. Victoria holds several industry licenses, including Series 7, 6, 63 and 65, and also holds the SIE designation. Victoria works with a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. Victoria specializes in providing financial planning, portfolio management, and selection of other advisors to meet the unique needs of her clients. Victoria's previous experience includes working at VOYA FINANCIAL ADVISORS, INC., where she served as an investment advisor representative.
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.
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.
1
2
PA
10/03/2014 - Present
McAdam LLC (PHILADELPHIA PA)
VA
06/17/2011 - 10/03/2014
VOYA FINANCIAL ADVISORS, INC. (TYSONS CORNER VA)
IA
Issued 07/20/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/30/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2014
Series 7 - General Securities Representative Examination
BC
Issued 06/15/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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