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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Viktoriya? Claim Your ProfileViktoriya Scott is a financial advisor at Morgan Stanley with over 25 years of experience in the industry. She specializes in providing investment advice and financial planning services to a wide range of clients, including individuals, families, businesses, and institutions. Viktoriya began her career at Merrill Lynch and has held positions at a number of other financial institutions, including J.P. Morgan Securities LLC, Chase Investment Services Corp., and Morgan Stanley Smith Barney. She is a registered representative with FINRA and holds Series 7, 63, 24, and SIE licenses. She is also registered as an investment advisor representative in several states. Viktoriya is dedicated to providing her clients with personalized financial advice and helping them 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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
04/11/2014 - Present
Morgan Stanley (New York NY)
NY
10/01/2012 - 11/09/2012
J.P. MORGAN SECURITIES LLC (POUGHKEEPSIE NY)
NY
09/17/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (POUGHKEEPSIE NY)
NY
06/01/2009 - 09/23/2010
MORGAN STANLEY SMITH BARNEY (POUGHKEEPSIE NY)
NY
01/06/2000 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (POUGHKEEPSIE NY)
OH
01/05/1999 - 12/13/1999
CHARTER ONE SECURITIES, INC. (CLEVELAND OH)
LA
01/04/1999 - 05/25/1999
LM FINANCIAL PARTNERS, INC. (NEW ORLEANS LA)
LA
07/14/1997 - 12/31/1998
LM FINANCIAL PARTNERS, INC. (NEW ORLEANS LA)
TX
11/08/1995 - 07/16/1997
U.S. CLEARING CORP. (DALLAS TX)
NY
09/09/1994 - 10/18/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 10/18/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/29/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/24/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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