VICTORY FINANCIAL SERVICES LLC
LAKE MARY, FLORIDA

VICTORY FINANCIAL SERVICES LLC, Lake Mary

. He has been a trusted fiduciary to high net worth clients for over twenty five years, with extensive experience as an attorney, qualified intermediary, trustee and, formerly, a securities and insurance advisor. His breadth of experience in these relevant fields, as well as his reputation as a highly ethical and meticulous practitioner, make him exceptionally well qualified to perform the functions of DST Trustee. Furthermore, Victory Financial Services, LLC for which Mr. Kanter is President and Managing Member, is domiciled in Florida, which can provide significant tax benefits to certain DST clients throughout the country. Mr. Kanter has presided over thousands of tax deferred transactions. He began participating in 1031 Exchanges as an attorney on behalf of his numerous real estate clients in the Northeast. His resulting expertise and exemplary reputation then led to his recruitment as a full-time exchange accommodator with a major title insurance conglomerate, at which time he also began lecturing regularly for the benefit of real estate, tax and financial professionals. The outstanding reputation that Mr. Kanter earned led to his recruitment and appointment as Vice President of a Fortune 500 Company where he also served in the prestigious role of National Key Accounts Manager. As part of his duties, he ran one of the largest tax deferred exchange operations in the country. In 2009, Mr. Kanter became interested in the Deferred Sales Trust as a complementary tax deferral strategy to the 1031 Exchange and, since that time, he has been instrumental in educating taxpayers and legal, tax and financial professionals throughout the country on the use of The Deferred Sales Trust as an alternative and/or complement to the IRC 1031 Exchange and other tax-deferral and estate planning strategies. Mr. Kanter currently serves as National Director of Development and Senior Case Manager for Estate Planning Team, Inc., based in Indian Wells California, and as President and Managing Member of Victory Financial Services LLC, which provides secure and experienced trustee services for taxpayers utilizing Deferred Sales Trusts, throughout the country. , from the University of San Francisco in 1990. He is an inactive member in good standing of the State Bars of New York and Colorado. Mr. Kanter also previously served as an adjunct professor of Business Management Ethics at Mount St. Mary School of Business, in Newburgh, New York. NEW YORK (Reuters) - Financial firms representing more than $1 trillion in assets under management have endorsed a U.S. regulator's plan to test limiting the rebates and other incentives that stock... (Reuters) - Proxy advisory firm Institutional Shareholder Services (ISS) on Friday recommended Wells Fargo & Co shareholders vote for all Wells Fargo board nominees at the bank's annual meeting on... But as a record number of parents are going into their 60s with crippling debt leftover from their children’s college years, financial planners are warning parents to resist the urge to help their children at any cost. When college bills arrive, many parents turn first to federal parent PLUS loans, which currently charge 7 percent interest. There is no limit on borrowing. Although there is a limited credit check, PLUS loans are provided without determining whether a family can afford to pay, said Rachel Fishman, deputy director of research for the New America Foundation. . He has been a trusted fiduciary to high net worth clients for over twenty five years, with extensive experience as an attorney, qualified intermediary, trustee and, formerly, a securities and insurance advisor. His breadth of experience in these relevant fields, as well as his reputation as a highly ethical and meticulous practitioner, make him exceptionally well qualified to perform the functions of DST Trustee. Furthermore, Victory Financial Services, LLC for which Mr. Kanter is President and Managing Member, is domiciled in Florida, which can provide significant tax benefits to certain DST clients throughout the country. Mr. Kanter has presided over thousands of tax deferred transactions. He began participating in 1031 Exchanges as an attorney on behalf of his numerous real estate clients in the Northeast. His resulting expertise and exemplary reputation then led to his recruitment as a full-time exchange accommodator with a major title insurance conglomerate, at which time he also began lecturing regularly for the benefit of real estate, tax and financial professionals. The outstanding reputation that Mr. Kanter earned led to his recruitment and appointment as Vice President of a Fortune 500 Company where he also served in the prestigious role of National Key Accounts Manager. As part of his duties, he ran one of the largest tax deferred exchange operations in the country. In 2009, Mr. Kanter became interested in the Deferred Sales Trust as a complementary tax deferral strategy to the 1031 Exchange and, since that time, he has been instrumental in educating taxpayers and legal, tax and financial professionals throughout the country on the use of The Deferred Sales Trust as an alternative and/or complement to the IRC 1031 Exchange and other tax-deferral and estate planning strategies. Mr. Kanter currently serves as National Director of Development and Senior Case Manager for Estate Planning Team, Inc., based in Indian Wells California, and as President and Managing Member of Victory Financial Services LLC, which provides secure and experienced trustee services for taxpayers utilizing Deferred Sales Trusts, throughout the country. , from the University of San Francisco in 1990. He is an inactive member in good standing of the State Bars of New York and Colorado. Mr. Kanter also previously served as an adjunct professor of Business Management Ethics at Mount St. Mary School of Business, in Newburgh, New York. NEW YORK (Reuters) - Financial firms representing more than $1 trillion in assets under management have endorsed a U.S. regulator's plan to test limiting the rebates and other incentives that stock...

KEY FACTS ABOUT VICTORY FINANCIAL SERVICES LLC

Company name
VICTORY FINANCIAL SERVICES LLC
Status
Active
Filed Number
L09000001084
FEI Number
943471468
Date of Incorporation
January 6, 2009
Age - 16 years
Home State
FL
Company Type
Florida Limited Liability

CONTACTS

Website
http://victoryfinancialservices.com
Phones
(407) 391-7182

VICTORY FINANCIAL SERVICES LLC NEAR ME

Principal Address
801 International Parkway,
Suite 500,
Lake Mary,
FL,
32746,
US

See Also

Officers and Directors

The VICTORY FINANCIAL SERVICES LLC managed by the one person from SANFORD on following positions: Manager

Jordan Kanter

Position
Manager Active
From
SANFORD, 32771





Registered Agent is Jordan Kanter

From
SANFORD, 32771

Events

March 11, 2009
LC AMENDMENT
January 14, 2009
LC AMENDMENT AND NAME CHANGE

Annual Reports

2024
February 9, 2024
2023
January 26, 2023