VZ
VZ

Viktoria Zitzmann

11 Years of Experience
St. Petersburg, FL
Broker

Viktoria Zitzmann is a registered investment advisor at Raymond James & Associates, INC., based in St. Petersburg, FL, with 11 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

880 Carillon Parkway, St. Petersburg, FL, 33716

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Viktoria is an independent contractor and yoga teacher at Bella Pra?a Wellness Collective since March 2024. She dedicates a few hours per week to teaching yoga and meditation classes.

Employment History
Current Registrations
Raymond James & Associates, INC.
January 2024 - Present · 2 yrs 8 mos
Raymond James & Associates, INC.
January 2024 - Present · 2 yrs 8 mos
Raymond James & Associates, INC.Broker
January 2024 - Present · 2 yrs 8 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
January 2015 - October 2023 · 8 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
November 2014 - October 2023 · 8 yrs 11 mos
State Registrations1 state
FL
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.