Victor Rivera (CRD# 7240625) is an Investment Advisor Representative working at Edelman Financial Engines in Longwood, FL and has over 2 years of experience in the finance industry.
CRD# 6160017
Cetera Investment Advisers LLC
CRD# 2811837
Certified Advisory Corp
CRD# 5855622
Financial Harvest Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Financial Engines Advisors LLC | Santa Clara, CA | Feb 2022 - Current | 2 |
| Aon | Lake Mary, FL | Sep 2021 - Feb 2022 | < 1 |
| Unemployed | Longwood, FL | Feb 2021 - Aug 2021 | < 1 |
| New York Life | Longwood, FL | Apr 2020 - Jan 2021 | < 1 |
| Global Associates, LLC | Orlando, FL | Jul 1996 - Apr 2020 | 23 |
| Uber Technologies | Orlando, FL | Oct 2018 - Mar 2020 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2022 |
- FL
- TX
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Total Assets Under Management270,770MILLIONS
-
Total Number of Accounts1,561,555ACCOUNTS
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Average Account Value$173,398
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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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