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Victoria Pena

TRINITY WEALTH SECURITIES, L.L.C.
Atlanta, GA 30305
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CRD#: 6974257
VP

Professional summary


Victoria Pena, who also goes by VIctoria Raps, is a registered financial professional currently at TRINITY WEALTH SECURITIES, L.L.C. located in Atlanta, Georgia.

Victoria is registered as a RR (Registered Representative) and started their career in finance in 2019. Victoria has worked at 1 firm and has passed the Series 99TO, Series 6TO, SIE and Series 26 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Victoria Raps

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) - BD


Click below to view Victoria Pena'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

October 1, 2019 - Present

TRINITY WEALTH SECURITIES, L.L.C.

Office #1: 550 Pharr Road Suite 400, Atlanta, GA 30305
BD
CRD#: 104348
Atlanta, GA

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
(10/1/2019)

Exams


General Industry/Product Exam
RR
Series 99TO
Date: 8/27/2025
Operations Professional Examination
General Industry/Product Exam
RR
Series 6TO
Date: 10/1/2019
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


TW
TRINITY WEALTH SECURITIES, L.L.C.
TRINITY WEALTH SECURITIES, L.L.C.

CRD#: 104348 / SEC#: , 8-52801

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


Main Address
6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634
Mailing Address
6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634
Phone number
(813) 333-1056
Established
Missouri since 06/12/2000
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (45 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
FLORIDA-TRINITY HOLDCO, LLCMEMBER
MICKOOL, ALLYSON MARYPRINCIPAL/CHIEF COMPLIANCE OFFICER4703161
MICKOOL, JASON KURTPRESIDENT/CEO/PRINCIPAL2606335
PENA, VICTORIAPRINCIPAL6974257
THORNTON, STEVEN LEEFINOP, POO, PFO4496384

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


TRINITY WEALTH SECURITIES, L.L.C.

CRD#: 104348Atlanta, GA 30305

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