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Victoria Vega

Calamos Wealth Management LLC

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About Victoria Vega

Victoria Vega is a financial advisor with Calamos Wealth Management LLC. Victoria has been in the industry since 2018. Victoria has her Series 66, Series 7, and SIE licenses. Victoria also has the Certified Financial Planner designation. Victoria has experience working with high net worth individuals, charitable organizations, pension and profit sharing plans, corporations or other businesses, and individuals other than high net worth. Victoria can provide financial planning, pension consulting, asset allocation services, selection of other advisors, and portfolio management for individuals.

Firm Information

Victoria Vega is currently registered with Calamos Wealth Management LLC. Calamos Wealth Management LLC is an investment advisor registered with the SEC, located in NAPERVILLE, IL. The firm provides financial planning, pension consulting, and asset allocation services to high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations and other businesses, and individuals other than high-net-worth. They manage approximately $3.33 billion in assets.
Calamos Wealth Management LLC

2020 CALAMOS COURT

NAPERVILLE, IL 60563-2787

$3.33B

Assets Under Management

Not reported

Total Clients

29

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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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asset allocation services

Asset allocation services

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.

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fixed fees

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

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percentage of assets

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

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Victoria Vega’s Registration & Firm History

IL

04/20/2023 - Present

Calamos Wealth Management LLC (NAPERVILLE IL)

FL

09/12/2018 - 04/10/2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CORAL GABLES FL)

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Licenses & Designations

BOTH

Issued 10/17/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/12/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Victoria Vega.
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