Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Viktoria? Claim Your ProfileViktoria Palermo is an investment advisor representative with Dunham & Associates Investment Counsel, Inc. in San Diego, California. Viktoria has been in the securities industry since August 24, 2005. Previously, Viktoria Palermo was employed by LPL FINANCIAL LLC and Lucia Securities, LLC. Viktoria Palermo is registered to provide investment advice in California, Nevada, and other states. Viktoria Palermo is a Registered Principal.
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.
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.
Strategic management for diversified investment portfolios.
Asset-allocation services
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.
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.
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2
CA
09/28/2021 - Present
Dunham & Associates Investment Counsel, Inc. (SAN DIEGO CA)
CA
09/01/2020 - 09/22/2021
LPL FINANCIAL LLC (SAN DIEGO CA)
CA
05/27/2014 - 01/05/2021
LUCIA SECURITIES, LLC (SAN DIEGO CA)
CA
09/15/2009 - 11/07/2012
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
CA
02/28/2005 - 09/18/2009
LPL FINANCIAL CORPORATION (SAN DIEGO CA)
CA
03/19/2004 - 02/17/2005
GLOBAL RESOURCE INVESTMENTS, LTD. (CARLSBAD CA)
BOTH
Issued 03/26/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/10/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/17/2024
Series 14 - Compliance Officer Examination
BC
Issued 11/24/2009
Series 4 - Registered Options Principal Examination
BC
Issued 10/08/2009
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 05/01/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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