VP

Viktoria Palushaj

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CRD#: 5990935
VP

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.

Viktoria Palushaj, who also goes by VIcky Palushaj, was a registered financial professional .

Viktoria is a previously registered financial professional and started their career in finance in 2011. Viktoria had worked at 1 firm and has passed the Series 65 exam.

Question & Answer


Are you a "fiduciary"?
No

Aliases


Vicky Palushaj

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)


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

December 19, 2011 - May 27, 2014

CITRINGROUP

RIA
CRD#: 131314
BIRMINGHAM, MI

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
IAR
Series 65
Date: 12/16/2011
Uniform Investment Adviser Law Examination

Current Firm


CI
CITRINGROUP
CITRIN GROUP | THE CITRIN GROUP, LLC | THE CITRIN GROUP | CITRINGROUP.COM | CITRINGROUP

CRD#: 131314 / SEC#: 801-65059

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Contact information


Main Address
280 N Old Woodward Suite 206, Birmingham, MI 48009
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Red Flags


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

Company Information


CITRINGROUP

CRD#: 131314

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