Victor Panos, financial advisor Orlando FL
95 score

Victor Panos

CRD Number: 6113059
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Victor Panos (CRD# 6113059) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Orlando, FL and has over 3 years of experience in the finance industry.
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Company Name Location Dates Years
Bank Of America, N.a. Orlando, FL Feb 2013 - Current 3
Merrill Lynch, Pierce, Fenner & Smith Incorporated Orlando, FL Aug 2012 - Current 4
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
Contact Info for Victor Panos
Phone Number:
Registered State(s):
  • FL
  • TX
  • GA
  • NY
  • TN
  • AZ
  • CA
  • WA
  • PA
  • VA
  • NC
  • MD
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

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

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BADGES
95
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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