VICTORIA KAY SERLES is an investment adviser representative (IAR) with state registration records since 2004, appearing at 3 firms. Currently registered with COLDSTREAM WEALTH MANAGEMENT.
| Firm | From | To | Current |
|---|---|---|---|
| COLDSTREAM WEALTH MANAGEMENT | 2023-10-02 | present | Yes |
| EAGLE STRATEGIES LLC | 2009-08-19 | 2023-10-03 | — |
| SEIDMAN PRIVATE ADVISORS LLC | 2004-11-24 | 2021-03-12 | — |