Victoria Kafka, financial advisor Pennington NJ
89 score

Victoria Kafka

CRD Number: 6149402
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Victoria Kafka (CRD# 6149402) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pennington, NJ and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Hopewell, NJ Dec 2012 - Current 4
Foundations Behavioral Health Doylestown, PA Sep 2011 - Dec 2012 1
Graf Family Hopewell, NJ Jan 2005 - Aug 2011 6
Shanachie Irish Pub And Restaurant Ambler, PA Apr 2010 - May 2011 1
Fiesta Pizza Iii Philiadelphia, PA Aug 2008 - Jun 2010 1
American Eagle Outfitters Lawrenceville, NJ Jun 2009 - Apr 2010 < 1
Nassau Inn Princeton, NJ Jun 2008 - Aug 2008 < 1
Talbots Kids Princeton, NJ May 2005 - Apr 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2013
Contact Info for Victoria E. Kafka
Phone Number: 800-637-7455
Registered State(s):
  • TX
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
89
Clean Record
This advisor has a clean track record with regulators.

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