Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Victoria? Claim Your ProfileVictoria Wolfson is a financial advisor who has been in the industry since 1997. Victoria is registered with Oppenheimer & Co. Inc. and has previously worked at STANFORD GROUP COMPANY, WACHOVIA SECURITIES, LLC, and PRUDENTIAL SECURITIES INCORPORATED. Victoria holds a Series 7, Series 3, Series 63, and Series 65 license. Victoria specializes in financial planning, portfolio management, and pension consulting.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TX
03/20/2009 - Present
Oppenheimer & Co. Inc. (HOUSTON TX)
TX
01/19/2007 - 03/23/2009
STANFORD GROUP COMPANY (HOUSTON TX)
TX
07/01/2003 - 01/19/2007
WACHOVIA SECURITIES, LLC (HOUSTON TX)
NY
06/25/1997 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 09/16/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/01/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/1997
Series 7 - General Securities Representative Examination
BC
Issued 01/19/1987
Series 3 - National Commodity Futures Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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