VP
ChFC
VP
ChFC
Victor Pulizzano
31 Years of Experience
Doylestown, PA
1 DisclosureBrokerSells Insurance
Victor Pulizzano is a ChFC-designated registered investment advisor, based in Doylestown, PA, with 31 years of industry experience.
Location
252 W. Swamp Rd Ste 21, Doylestown, PA, 18901
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2000Settled
Other Business ActivitiesSells Insurance
Victor is an agent team member at Shawn Velez's Insurance Agency, an insurance agency affiliated with State Farm. This investment-related activity takes about half of Victor's time.
Employment History
Current Registrations
State Farm Vp Management CORP.
February 2024 - Present · 2 yrs 3 mos
State Farm Vp Management CORP.Broker
February 2024 - Present · 2 yrs 3 mos
State Farm Investment Management CORP.
January 2024 - Present · 2 yrs 4 mos
Previous Registrations
Santander Securities
September 2015 - June 2016 · 9 mos
Santander Securities LLCBroker
June 2015 - June 2016 · 1 yr
Vanguard Marketing CorporationBroker
January 2014 - June 2015 · 1 yr 5 mos
Cuso Financial Services, L.P.
November 2011 - August 2012 · 9 mos
Cuso Financial Services, L.P.Broker
November 2011 - August 2012 · 9 mos
Primevest Financial Services, INC.
January 2011 - September 2011 · 8 mos
Primevest Financial Services, INC.Broker
January 2011 - September 2011 · 8 mos
Primevest Financial Services, INC.
November 2007 - May 2010 · 2 yrs 6 mos
Primevest Financial Services, INC.Broker
November 2007 - May 2010 · 2 yrs 6 mos
Ifmg Securities, INC.Broker
June 2003 - November 2007 · 4 yrs 5 mos
Futureshare Financial LLCBroker
October 2001 - July 2002 · 9 mos
Nathan & Lewis Securities, INC.Broker
August 2000 - October 2001 · 1 yr 2 mos
Waddell & Reed, INC.Broker
January 1998 - August 2000 · 2 yrs 7 mos
Manequity, INC.Broker
February 1997 - February 1998 · 1 yr
Pruco Securities CorporationBroker
October 1990 - April 1995 · 4 yrs 6 mos
The Prudential Insurance Company of AmericaBroker
October 1990 - December 1993 · 3 yrs 2 mos
Pml Securities CompanyBroker
January 1989 - October 1990 · 1 yr 9 mos
Pruco Securities CorporationBroker
July 1982 - April 1995 · 12 yrs 9 mos
State Registrations2 states
NJPA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.