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VW

Victoria Wong

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CRD#: 2048771
VW

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Victoria Wong, who also goes by VIcky Pierce, Victoria Pierce, was a registered financial professional .

Victoria is a previously registered financial professional and started their career in finance in 1990. Victoria had worked at 7 firms and has passed the Series 63, Series 55, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Vicky Pierce | Victoria Pierce

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

November 9, 2010 - May 14, 2013

CICC US SECURITIES, INC.

BD
CRD#: 143221
NEW YORK, NY
Past

October 23, 1997 - November 3, 1998

CREDIT SUISSE SECURITIES (USA) LLC

BD
CRD#: 816
NEW YORK, NY
Past

July 25, 1995 - September 17, 1996

FUNDS DISTRIBUTOR, LLC

BD
CRD#: 7174
PORTLAND, ME
Past

October 20, 1994 - July 24, 1995

FIRST FUND DISTRIBUTORS, INC.

BD
CRD#: 27038
PHOENIX, AZ
Past

November 27, 1992 - August 19, 1994

FRANKLIN/TEMPLETON DISTRIBUTORS, LLC

BD
CRD#: 332
SAN MATEO, CA
Past

April 24, 1990 - December 3, 1991

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

April 24, 1990 - December 3, 1991

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 2/8/2011
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 55
Date: 1/4/2011
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 12/17/2010
General Securities Principal Examination

Current Firm


CU
CICC US SECURITIES, INC.
CICC US SECURITIES, INC.

CRD#: 143221 / SEC#: , 8-67544

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
280 Park Avenue 32nd Floor, New York, NY 10017
Mailing Address
280 Park Avenue 32nd Floor, New York, NY 10017
Phone number
(646) 794-8761
Established
Delaware since 08/25/2005
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (2 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
CHINA INTERNATIONAL CAPITAL CORPORATION (USA) HOLDINGS INC.OWNER
LO, KINFAIFINOP2909826
SHI, XIANGDONGACTING CEO2913469
SHI, XIANGDONGCHIEF OPERATING OFFICER2913469
ZHANG, NANNANCHIEF COMPLIANCE OFFICER8072895

Disclosures


Regulatory Event1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


CICC US SECURITIES, INC.

CRD#: 143221

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