Victoria Sierra (CRD# 6179786) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Pasadena, CA and has over 11 years of experience in the finance industry.
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
CRD# 6724246
Modern Assets, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Services LLC | St Cloud, MN | Jun 2019 - Current | 4 |
| Cetera Investment Advisers LLC | Monrovia, CA | Jun 2019 - Current | 4 |
| Foresters Advisory Services LLC | Monrovia, CA | May 2016 - Jun 2019 | 3 |
| Foresters Financial Services | Monrovia, CA | Sep 2015 - Jun 2019 | 3 |
| First Investors Corporation | Monrovia, CA | Mar 2015 - Sep 2015 | < 1 |
| First Investors Corporation | Pasadena, CA | Aug 2014 - Mar 2015 | < 1 |
| First Investors Corporation | Pasadena, CA | Jan 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2013 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2016 |
- CA
- TX
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- 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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