Viktor  Szucs,  CFP<sup>&reg;</sup> - Financial Advisor

Viktor Szucs, CFP®

Senior Vice President

UBS

100 Crescent Court, Suite 600
Dallas, TX 75201
FINANCIAL ADVISOR'S WEBSITE
(214) 382-2216 CONNECT WITH Viktor
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General

Viktor Szucs is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at UBS in Dallas, TX and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: TX
  • Health/disability insurance: TX
  • Fixed annuities: TX
  • Variable annuities: TX

Broker-Dealer Affiliation

Merrill Lynch/Bank of America

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Banking, Asset Allocation, Cross-border Planning, Career Change, Corporate Finance, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Irregular Income, Mutual Funds, Insurance, Job Loss, Retirement, Stocks & Bonds, Startup, Life Planning, Long-term Care, Succession Planning, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Women's Finances

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