Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Becky? Claim Your ProfileBecky Jean Vittum is a financial advisor with over 20 years of experience in the industry. Becky has held registrations as a broker-dealer and investment advisor in multiple states, including New Hampshire and Texas. Becky currently works with LPL Financial LLC, providing a range of financial services including investment management, financial planning, and consulting. Becky has also previously worked with Raymond James Financial Services, Inc. and Claremont Savings Bank.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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NH
11/29/2017 - Present
LPL Financial LLC (CLAREMONT NH)
NH
10/01/2001 - 12/04/2017
RAYMOND JAMES FINANCIAL SERVICES, INC. (CLAREMONT NH)
IA
Issued 04/24/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/04/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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