Victor Montesinos-Malave (CRD# 2214690) is an Investment Advisor Representative working at Primerica Advisors in San Juan, PR and has over 12 years of experience in the finance industry.
CRD# 6245227
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1688356
Ipi Wealth Management, Inc.
CRD# 2872363
Lincoln Financial Securities Corporation
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pfs Investments Inc. | San Juan, PR | Jan 1992 - Current | 32 |
| Primerica Financial Services | San Juan, PR | Mar 1991 - Current | 33 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2011 |
- PR
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Total Assets Under Management8,462MILLIONS
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Total Number of Accounts59,808ACCOUNTS
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Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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