Invested Better
Publication of Financial Periodicals Advisors
50,030 Results
Unclaimed

Grandway Investment Management, LLC

location

PASADENA, CA

0 Disclosures

ADVISOR BIO

Victor Shir-ching Wang is an investment advisor representative at Grandway Investment Management, LLC. Victor Shir-ching Wang has been in the industry since 04/1997. Victor Shir-ching Wang is currently registered with Grandway Investment Management, LLC, and has a registration pending with the state of California. Victor Shir-ching Wang is registered with the state of California as an Investment Advisor Representative. Victor Shir-ching Wang's registration is currently approved. Victor Shir-ching Wang is also a passive shareholder of Grandway Development, LLC, Grandway Capital Partners, LLC, and Solare Properties, Inc.

SPECIALIZATIONS

Portfolio Management for Pooled Investment Vehicles
Unclaimed

Vanguard Advisers, Inc.

location

Malvern, PA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Victor Orlando Moran is a registered representative with Vanguard Advisers, Inc. Victor has been in the securities industry for over 7 years and is licensed to provide investment advice in multiple states. Victor has earned licenses such as Series 63, 66, 7, and 24. Victor has prior experience working with J.P. Morgan Securities LLC and Haverford Trust Securities, Inc.. Victor specializes in providing financial planning, portfolio management for individuals, and selection of other advisors. Victor is also registered as an Investment Advisor Representative in Pennsylvania and Texas.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed
location

GUAYNABO, PR

0 Disclosures

ADVISOR BIO

Victor Juan Rodriguez cerda is an Investment Advisor Representative associated with X-Square Capital, a firm based in Guaynabo, Puerto Rico. Victor has been active in the investment industry since March 2024 and is currently registered in Puerto Rico. Victor has passed the Uniform Investment Adviser Law Examination (Series 65) and specializes in providing portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Prime Capital Financial

location

OVERLAND PARK, KS

0 Disclosures

ADVISOR BIO

Victor Alejandro Arriaga is an Investment Advisor Representative at Prime Capital Financial. Victor has been registered with FINRA since 2023. Victor is a licensed Investment Advisor Representative in Kansas. Victor has completed the Uniform Investment Adviser Law Examination. Prior to joining Prime Capital Investment Advisors, LLC, Victor worked at Taco Lucha LLC and Kansas State University. Victor specializes in retirement planning, portfolio management, and financial planning.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
QUALIFIED RETIREMENT PLAN SERVICES, CONSULTING SERVICES, CO-ADVISORY, SELECTION OF SUB-ADVISORS
Portfolio Management for Pooled Investment Vehicles
Unclaimed
location

Concord, NH

0 Disclosures

ADVISOR BIO

Victor Soucy is a financial advisor registered with the state of New Hampshire and affiliated with Mariner Wealth. Victor has been in the industry for over 13 years. Victor has experience working with insurance companies, charitable organizations, high-net-worth individuals, other investment advisors, pooled investment vehicles, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, and state or municipal government entities. Victor specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
FAMILY OFFICE SERVICES
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Glass Bead Capital Management LLC

location

MIAMI BEACH, FL

0 Disclosures

ADVISOR BIO

Victor Sedaka is a financial advisor who is currently registered with Glass Bead Capital Management LLC. Victor has been a financial advisor for over 30 years. Victor has a broad range of experience in the industry, having worked for several firms before joining Glass Bead Capital Management LLC. Victor holds both Series 63 and Series 65 licenses and has passed the SIE, Series 55, and Series 7 exams. Victor specializes in portfolio management for individuals and pooled investment vehicles. Victor's clients include high-net-worth individuals, investment companies, and pooled investment vehicles. Victor's firm, Glass Bead Capital Management LLC, is a registered investment advisor with offices in Miami Beach, Florida and New York, New York. Glass Bead Capital Management LLC manages over $17 million in assets for its clients.

SPECIALIZATIONS

Portfolio Management for Individuals
CONSULTING
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Aydt Investment Management, Inc. | CFP ® (Certifications)

location

EVANSVILLE, IN

0 Disclosures

ADVISOR BIO

Victor Alphons Aydt is a financial advisor with Aydt Investment Management, Inc. Victor Alphons Aydt is a CERTIFIED FINANCIAL PLANNER™ professional. Victor Alphons Aydt has been in the industry since February 1997. Victor Alphons Aydt is registered with the state of Illinois, Indiana, Kentucky, and Tennessee. Victor Alphons Aydt is also a CPA and runs a separate accounting and tax firm. Victor Alphons Aydt's firm provides financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

RBC Capital Markets, LLC

location

Irvine, CA

experience

28 Years Experience

0 Disclosures

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.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed
location

Seattle, WA

experience

33 Years Experience

0 Disclosures

ADVISOR BIO

Victoria Crosby is a financial advisor with over 25 years of experience in the financial services industry. Victoria is currently registered with the state of Washington as an Investment Advisor Representative. Victoria is also a registered representative with The Institute. Prior to joining The Institute, Victoria was previously employed by Purshe Kaplan Sterling Investments, International Assets Advisory, LLC, Dinosaur Financial Group, L.L.C, Wells Fargo Advisors, LLC, UBS Financial Services Inc., and Piper Jaffray & Co. Victoria holds both Series 63 and Series 65 licenses and a Series 7 license and the SIE exam. Victoria specializes in working with high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and individuals other than high-net-worth. Victoria is a highly experienced and knowledgeable financial advisor who is committed to providing her clients with the highest level of service.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Fisher Investments

location

PLANO, TX

0 Disclosures

ADVISOR BIO

Victoria Jazzlynn Muraoka is a registered Investment Advisor Representative at Fisher Investments. Victoria has been working in the financial services industry since 2018. Victoria specializes in providing financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Victoria is registered with the state of Texas.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
PORTFOLIO ASSESSMENT
Portfolio Management for Pooled Investment Vehicles

Need help matching

with the right advisor?