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Victoria C

Series 66

New York, NY

Raymond James Financial

Victoria Crisologo is a financial advisor at Raymond James Financial with 15 years of industry experience and holds a Series 66 designation. She has been associated with VE Capital Management, LLC and Raymond James Financial Services Advisors, Inc. since 2012. Outside of her advisory role, she serves as an officer and secretary at Platinum Studio & Gallery, Inc., where she assists with bookkeeping. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm emphasizes tailored, non-discretionary consulting using risk profiling and analytical modeling and supports its services through a large network of advisors and affiliated firms.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Eric K

Series 63, Series 65

New York, NY

Raymond James Financial

Eric Kaufman is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at VE Capital Management, LLC and Raymond James Financial Services Advisors Inc. since 2012. He is also the owner of CSG LLC, a business that has been inactive for over ten years. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services using various analytical tools and supports a broad network of advisors across a range of client types.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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