Unclaimed
Viktoria Bunkovsky is an investment advisor representative (IAR) registered with Equitable Advisors, LLC. Viktoria has been in the industry since March 12, 2007. Viktoria is licensed in North Carolina and holds the Series 66, Series 7 and SIE licenses. Viktoria has previous experience with NYLIFE Securities LLC and AXA Advisors, LLC. Viktoria is a specialist in the areas of insurance, financial planning, college planning, retirement planning, and estate planning. Viktoria Bunkovsky is committed to helping individuals and families achieve their financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
NC
07/31/2018 - Present
Equitable Advisors, LLC (CHARLOTTE NC)
IL
12/07/2011 - 05/23/2012
NYLIFE SECURITIES LLC (TINLEY PARK IL)
FL
10/11/2006 - 08/25/2011
AXA ADVISORS, LLC (TAMPA FL)
BOTH
Issued 10/14/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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