Unclaimed
Victoria Wyatt Lester is a financial advisor with Raymond James Financial Services Advisors, Inc. Victoria has been in the industry since January 14, 2012. Victoria is registered with FINRA and is licensed to sell securities in Virginia and West Virginia. Victoria is also registered as an Investment Advisor Representative (IAR) in Virginia and West Virginia. Victoria provides financial planning, portfolio management, and pension consulting services. Victoria is also a registered representative of First Community Bank and First Community Wealth Management.
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
WV
01/29/2015 - Present
Raymond James Financial Services Advisors, Inc. (Bluefield WV)
VA
06/04/2007 - 11/26/2007
WACHOVIA SECURITIES, LLC (SOUTH BOSTON VA)
NY
05/19/2004 - 04/07/2006
AXA ADVISORS, LLC (NEW YORK NY)
MN
06/23/2003 - 11/21/2003
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
BOTH
Issued 01/16/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/04/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2014
Series 7 - General Securities Representative Examination
BC
Issued 06/19/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Victoria Lester is the right advisor for you? Invested Better is here to help.