Victor Panos, financial advisor Orlando FL

Victor Panos

CRD Number: 6113059
Current Firm: Morgan Stanley
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
Morgan Stanley Private Bank, N.a New York, NY Sep 2020 - Current 3
Morgan Stanley Smith Barney LLC Orlando, FL Jun 2020 - Current 3
Bank Of America, N.a. Orlando, FL Feb 2013 - Jun 2020 7
Merrill Lynch, Pierce, Fenner & Smith Incorporated Orlando, FL Aug 2012 - Jun 2020 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2012
Contact Info for Victor Panos
By the Numbers
  • Total Assets Under Management
    1,402,426
    MILLIONS
  • Total Number of Accounts
    2,405,783
    ACCOUNTS
  • Average Account Value
    $582,939
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • 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
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, 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, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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Data verified by both the advisor and the public regulatory data.

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