Unclaimed
Victorino Santos Manlapaz is a financial advisor with over 27 years of experience in the financial services industry. Victorino currently works at Cambridge Investment Research Advisors, Inc. and is registered in 43 states. Victorino has experience working for various financial institutions including LPL Financial LLC, H. BECK, INC., and Olde Discount Corporation. Victorino has also held various positions in non-investment-related roles including board member for Nassau Village Condo Association and president of Legacy Financial Group, LLC. Victorino is a Certified Financial Planner and is registered with FINRA and the Securities and Exchange Commission.
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.
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.
Solicitation fees from 3rd party money managers
1
2
MD
07/10/2017 - Present
Cambridge Investment Research Advisors, Inc. (ANNAPOLIS MD)
MD
11/07/2011 - 11/20/2013
LPL FINANCIAL LLC (ANNAPOLIS MD)
MD
11/24/1997 - 11/08/2011
H. BECK, INC. (SILVER SPRING MD)
MI
11/17/1995 - 05/08/1997
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 02/06/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/01/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/05/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/1996
Series 7 - General Securities Representative Examination
BC
Issued 11/16/1995
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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