Victor PanosCRD Number: 6113059
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|Bank Of America, N.a.||Orlando, FL||Feb 2013 - Current||4|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Orlando, FL||Aug 2012 - Current||5|
|United States Navy||Norfolk, VA||May 2005 - Aug 2012||7|
|Exam Code||Name||Passed Date|
|S7||General Securities Representative Examination (GS)||Oct 2012|
|S66||NASAA Uniform Combined State Law Examination||Nov 2012|
Total Assets Under Management575,342MILLIONS
Total Number of Accounts1,715,259ACCOUNTS
Average Account Value$335,425
- 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 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