Unclaimed
Viktoria Dejesus is a registered representative with First Citizens Investor Services, Inc. Viktoria has been in the financial services industry for over 20 years and is licensed to sell securities in Georgia, North Carolina, and South Carolina. Viktoria has a Series 63, Series 6TO, and SIE licenses. Viktoria specializes in providing financial planning, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
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
SC
10/21/2022 - Present
First Citizens Investor Services, Inc. (COLUMBIA SC)
BC
Issued 10/17/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/21/2022
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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