Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Victoria? Claim Your ProfileVictoria Coe is a financial professional with over 8 years of experience in the industry. Victoria is currently registered with UBS Asset Management (us) Inc. and is a Series 3, 7TO, 24, 66, and SIE licensed representative. Victoria has been active in the industry since 2015, with previous roles at CREDIT SUISSE SECURITIES (USA) LLC and J.P. MORGAN SECURITIES LLC. Victoria holds registrations in 53 states and is active in both broker-dealer and investment advisor capacities.
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.
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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2
NY
05/01/2024 - Present
UBS Asset Management (us) Inc. (New York NY)
NY
02/05/2024 - 05/01/2024
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
NY
04/02/2015 - 11/04/2015
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
BOTH
Issued 01/26/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/27/2024
Series 24 - General Securities Principal Examination
BC
Issued 02/21/2024
Series 3 - National Commodity Futures Examination
BC
Issued 02/05/2024
Series 7TO - General Securities Representative Examination
BC
Issued 01/22/2024
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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