VC

Victoria F. Christy

ARETE WEALTH MANAGEMENT
Nashville, TN 37214
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CRD#: 5444870
VC

Professional summary


Victoria F Christy, who also goes by Tori F Christy, VIctoria F Christy, Tori F Halvorsen, Victoria F Halvorsen, Victoria Frohlich Halvorsen, is a registered financial professional currently at ARETE WEALTH MANAGEMENT, LLC located in Nashville, Tennessee.

Victoria is registered as a RR (Registered Representative) and started their career in finance in 2008. Victoria has worked at 6 firms and has passed the Series 66, Series 63, Series 6TO, SIE, Series 7 and Series 26 exams.

Question & Answer


Are you a "fiduciary"?
No

Aliases


Tori F Christy | Victoria F Christy | Tori F Halvorsen | Victoria F Halvorsen | Victoria Frohlich Halvorsen

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.

CRS (Client Relationship Summary) - BD


Click below to view Victoria F Christy's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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


Current

March 31, 2026 - Present

ARETE WEALTH MANAGEMENT, LLC

Office #1: 555 Marriott Drive Suite 275, Nashville, TN 37214
BD
CRD#: 44856
Nashville, TN
Past

December 12, 2022 - March 29, 2023

OSAIC SERVICES, INC.

RIA
CRD#: 133763
DUBLIN, OH
Past

December 12, 2022 - March 29, 2023

OSAIC SERVICES, INC.

BD
CRD#: 133763
DUBLIN, OH
Past

April 10, 2018 - December 13, 2022

NATIONWIDE INVESTMENT ADVISORS, LLC

RIA
CRD#: 142373
COLUMBUS, OH
Past

December 12, 2017 - December 13, 2022

NATIONWIDE INVESTMENT SERVICES CORPORATION

BD
CRD#: 7110
COLUMBUS, OH
Past

May 6, 2015 - February 9, 2017

VOYA FINANCIAL PARTNERS, LLC

BD
CRD#: 34815
WINDSOR, CT
Past

March 30, 2010 - March 30, 2015

NATIONWIDE INVESTMENT SERVICES CORPORATION

BD
CRD#: 7110
COLUMBUS, OH
Past

February 5, 2008 - August 6, 2008

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
COLUMBUS, OH
Past

February 4, 2008 - August 6, 2008

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
COLUMBUS, OH

State Registrations and Notice Filings


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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(3/31/2026)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 4/9/2018
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


AW
ARETE WEALTH MANAGEMENT, LLC
ARETE WEALTH MANAGEMENT, LLC | KEYSTONE SECURITIES, LLC. | KEYSTONE SECURITIES, LLC | KEYSTONE INVESTMENT ADVISORS, LLC

CRD#: 44856 / SEC#: , 8-50854

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


Main Address
1115 W Fulton Market 3rd Floor, Chicago, IL 60607
Mailing Address
1115 W Fulton Market 3rd Floor, Chicago, IL 60607
Phone number
(312) 940-3684
Established
Illinois since 01/20/1998
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (53 States and Territories)


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

Direct owners and executive officers


NamePositionCRD#
ARETE WEALTH INCDIRECT OWNER
BULLA, CHRISTIAN ALEXANDERMUNICIPAL SECURITIES PRINCIPAL7067640
CUCHARALE, CATHERINECHIEF COMPLIANCE OFFICER / AML COMPLIANCE OFFICER3054881
HOCK, DAVID CARLCHIEF FINANCIAL OFFICER / FINANCIAL & OPERATIONS PRINCIPAL (FINOP)2246268
LEVINE, DAVID CHARLESCHIEF EXECUTIVE OFFICER
RAYNER, MICAH HARDINGREGISTERED OPTIONS PRINCIPAL6252596
TROUSDALE, LAUREN NICOLEFINANCIAL OPERATIONS PRINCIPAL5622407

Disclosures


Regulatory Event2
Civil Event1
Arbitration3

Red Flags


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Company Information


ARETE WEALTH MANAGEMENT, LLC

CRD#: 44856Nashville, TN 37214

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