ADVISOR BIO

Victoria Ivy Renne is an Enrolled Agent and Registered Representative with LPL Financial LLC. Victoria has been active in the financial industry since March 3, 1999. Victoria is registered in 15 states and holds Series 7, 63 and 65 securities licenses. Victoria is also a Registered Representative and Investment Advisor Representative in California. Victoria has previously been employed by MUTUAL SERVICE CORPORATION and TITAN/VALUE EQUITIES GROUP, INC.

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ADVISOR BIO

Victoria Rivera is a financial advisor with J.P. Morgan Securities LLC, located in Fresno, California. Victoria is registered with the state of California and has her Series 63, Series 6TO, and SIE licenses. Victoria’s career in the financial services industry began on September 24, 2023. She has experience in a wide range of financial products and services including investment company products, variable contracts, financial planning and portfolio management.

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ADVISOR BIO

Victoria Kugler is an investment advisor representative with Stifel, Nicolaus & Company, Inc. Victoria has been in the financial services industry since December 2007. She has worked with a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. Victoria provides a variety of financial services, including portfolio management, financial planning, and educational seminars. She is registered in 48 states, as well as in Texas as an investment advisor representative.

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ADVISOR BIO

Victoria Diaz-lazaro is a financial advisor with over 35 years of experience in the industry. Victoria is currently registered with Morgan Stanley and is licensed in 54 states. Victoria specializes in providing financial planning, asset allocation advice, portfolio management, and investment advice to individuals, families, businesses, charitable organizations, and other investment advisors.

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ADVISOR BIO

Victoria Ashley Dixon is an Investment Advisor Representative at IEQ Capital, LLC, a Registered Investment Advisor headquartered in Foster City, California. Victoria has been with the firm since March of 2021. Victoria holds a Series 65 license and has been active in the industry since 2019. Prior to IEQ Capital, Victoria was a lawyer at Robinson & Cole in Hartford, Connecticut. She also worked at TS Lombard in London.

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ADVISOR BIO

Victoria Blanco is a financial advisor with RBC Capital Markets, LLC. Victoria has been in the industry since 1997 and holds the Series 7 and Series 66 licenses. Victoria has a strong background in providing financial planning and investment management services to individuals, families, and businesses. Victoria has previously worked at First Republic Securities Company, LLC and UBS Financial Services Inc.

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ADVISOR BIO

Victoria Makovitch is an Investment Advisor Representative at Avantax Advisory Services. Victoria has been in the industry for over 20 years and has a strong background in accounting, bookkeeping, tax preparation, and wealth management. Victoria is registered with the state of California as an Investment Advisor Representative and holds the Series 65 license. She is also registered with Avantax Advisory Services. Victoria specializes in providing financial planning and investment management services to individuals and families. She also provides tax preparation services.

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ADVISOR BIO

Victoria Winkelman is a financial advisor with over 30 years of experience in the industry. Victoria is currently registered with Planmember Securities Corp. and has been with them since January 2005. Victoria is a Certified Financial Planner and holds Series 6, 7, and 63 securities licenses. Victoria has held previous registrations with several other firms including Legend Equities Corporation, Investors Brokerage Services, Inc., and Lincoln Financial Advisors Corporation.

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ADVISOR BIO

Victoria Horowitz is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. and has been in the industry since November 2022. Victoria is currently licensed in California and Texas and specializes in providing investment advice to a variety of clients, including individuals, corporations, and high-net-worth individuals. Victoria has experience in a variety of industries, including the hospitality, real estate, and marketing industries. In addition to her role at Merrill Lynch, Pierce, Fenner & Smith Inc., Victoria also owns and operates Souleva LLC, an online store that sells various goods and services.

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ADVISOR BIO

Victoria Shen is a registered representative with Morgan Stanley. Victoria has been in the securities industry since 2009. Victoria is licensed to provide investment advice and services in California. She has been registered with Morgan Stanley since 2012, and previously worked at Waddell & Reed, Inc. Victoria holds the Series 66, Series 7 and SIE licenses.

SPECIALIZATIONS