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Victoria Sabrina Sanchez

Investment Adviser Representative at Principal Advised Services

Denver, COCRD #7066208Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
2 yrs
Exams Passed
6

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Victoria Sabrina Sanchez is an investment adviser representative in Denver, CO, currently registered with Principal Securities, Inc. and Principal Advised Services. They have worked in the securities industry since 2024 and were previously registered with Tiaa-cref Individual & Institutional Services, LLC. They have passed 6 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Colorado and Iowa.

Registrations & licenses

Registration type
Dual-registered
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Colorado, Iowa
Broker:
51 states and territories

Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, Wyoming

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 2/2/2026
Series 63
Uniform Securities Agent State Law Examination
Passed 10/23/2023
Series 7
General Securities Representative Examination
Passed 10/26/2024
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 10/12/2023
SIE
Securities Industry Essentials Examination
Passed 9/22/2023
Series 24
General Securities Principal Examination
Passed 6/10/2025

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Principal Advised ServicesCurrent
7/27/2026 – Denver, CO
Principal Securities, Inc.Current
7/17/2026 – Denver, CO
Tiaa-cref Individual & Institutional Services, LLC
10/12/2023 – 10/28/2025Denver, CO

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. TIAA-CREF Individual & Institutional Services, LLC
    Aug 2023 – Oct 2025Denver, CO
  2. TIAA
    Aug 2023 – Oct 2025Denver, CO
  3. Salesforce Inc
    Mar 2022 – May 2023Denver, CO
  4. DHL Express
    Oct 2020 – Jan 2022Tempe, AZ
  5. Lone Wolf Technologies
    Feb 2020 – Jun 2020Dallas, TX
  6. Northwestern Mutual
    May 2019 – Aug 2019Dallas, TX
  7. Sunglass Hut
    Aug 2017 – Feb 2019Grand Prairie, TX
  8. University of Texas at Dallas
    Aug 2018 – Dec 2019Richardson, TX
  9. Unemployed
    Jan 2020 – Jan 2020Arlington, TX
  10. Unemployed
    Jul 2020 – Sep 2020Arlington, TX
  11. Unemployed
    Feb 2022 – Feb 2022Chicago, IL
  12. Unemployed
    Jun 2023 – Jul 2023Denver, CO
  13. Unemployed
    Jul 2016 – Jul 2017Arlington, TX
  14. Justcountants
    Feb 2026 – Jul 2026Arlington, TX
  15. Principal Advised Services
    Jul 2026 – no end date reportedDenver, CO
  16. Unemployed
    Oct 2025 – Feb 2026Denver, CO
  17. Principal Securities, Inc.
    Jul 2026 – no end date reportedDenver, CO
  18. Principal Life Insurance Company
    Jul 2026 – no end date reportedDenver, CO

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Principal Advised Services

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Fixed fee
Estimated blended rate
0.005

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small Businesses

Client types the firm serves

IndividualsHigh Net Worth

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
224
Offices listed on AdvisorFinder:
3
Main office:
Des Moines, IA
SEC file number:
801-114432

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of July 10, 2026

View full firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Victoria Sabrina Sanchez has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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