Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vick? Claim Your ProfileVick Guo is an investment advisor representative with Fidelity Personal and Workplace Advisors. Vick has been working in the financial industry since 2012. Prior to joining Fidelity, Vick was associated with Wells Fargo Clearing Services, LLC. Vick is a Certified Financial Planner and has passed the Series 6, Series 7, Series 63, and Series 65 exams. Vick is registered in 51 states, including Texas, Washington, and others. Vick provides financial planning, educational seminars, and portfolio management services to individuals, businesses, and charitable organizations.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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2
WA
01/30/2023 - Present
Fidelity Personal AND Workplace Advisors (SEATTLE WA)
WA
10/31/2013 - 01/18/2023
WELLS FARGO CLEARING SERVICES, LLC (BELLEVUE WA)
TN
05/25/2012 - 02/11/2013
NYLIFE SECURITIES LLC (FRANKLIN TN)
IA
Issued 05/05/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/03/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/11/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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