Victoria AlbaneseCRD Number: 6984780
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Victoria Albanese (CRD# 6984780) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lincoln, RI and has over 4 years of experience in the finance industry.
Integrated Wealth Concepts LLC
Ameriprise Financial Services, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Lincoln, RI||May 2019 - Current||3|
|Sassafrass Hair Salon||Cumberland, RI||Jan 2016 - May 2019||3|
|Securian Financial Services Inc.||St. Paul, MN||Jul 2018 - Dec 2018||< 1|
|Minnesota Life Insurance||Rhode Island, RI||Jul 2018 - Dec 2018||< 1|
|Pioneer Financial Group||Warwick, RI||Jul 2018 - Dec 2018||< 1|
|Bryant University||Smithfield, RI||Sep 2014 - May 2018||3|
|Catanzaro's Pizzeria||North Providence, RI||Apr 2013 - Aug 2015||2|
|Lincoln Public Schools||Lincoln, RI||Jan 2008 - Jun 2014||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2018|
Total Assets Under Management1,283,838MILLIONS
Total Number of Accounts2,825,602ACCOUNTS
Average Account Value$454,359
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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