Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Victoria? Claim Your ProfileVictoria Viefhaus is a financial advisor with over 15 years of experience in the industry. Victoria is currently registered with Raymond James Financial Services Advisors, Inc. and has previously worked with UBS Financial Services Inc., Morgan Stanley Smith Barney, and Citigroup Global Markets Inc. Victoria has a broad range of experience in the financial services industry and is committed to providing her clients with the highest level of service.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MO
06/03/2020 - Present
Raymond James Financial Services Advisors, Inc. (Saint Louis MO)
MO
03/11/2011 - 06/12/2020
UBS FINANCIAL SERVICES INC. (ST. LOUIS MO)
MO
06/01/2009 - 03/18/2011
MORGAN STANLEY SMITH BARNEY (CLAYTON MO)
MO
07/25/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (CLAYTON MO)
BOTH
Issued 11/19/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/24/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/11/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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