Unclaimed
Victoria Tomaro is an investment advisor representative at IC Advisory Services, Inc. with over 40 years of experience in the industry. Victoria has worked for several firms over the years, including TFS Securities, Inc. and Monarch Investments Inc. Victoria holds Series 1, 62, 63, 65, and 24 licenses, as well as several state registrations. Victoria specializes in providing financial planning, portfolio management for businesses and individuals, and pension consulting services. She has a proven track record of success in helping clients achieve their financial goals.
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.
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
NJ
05/09/2018 - Present
IC Advisory Services, Inc. (WALL NJ)
NJ
12/09/1987 - 05/16/2018
TFS SECURITIES, INC. (WALL NJ)
NA
07/14/1987 - 12/09/1987
MONARCH INVESTMENTS INC.
NA
01/20/1987 - 07/21/1987
STUART STONE & COMPANY
NA
11/08/1985 - 01/29/1987
FOCUS SECURITIES, INC.
NA
03/06/1979 - 11/21/1985
CARDELL & ASSOCIATES, INCORPORATED
NA
12/20/1977 - 03/27/1979
INDEPENDENT FINANCIAL PLANNERS CORPORATION
IA
Issued 11/17/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/10/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/22/1994
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/1989
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 12/12/1977
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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