Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vicki? Claim Your ProfileVicki Bartimoccia is a financial advisor with over 12 years of experience in the financial services industry. Vicki is currently registered with LPL Financial LLC and has been registered with VOYA FINANCIAL ADVISORS, INC. and ING FINANCIAL ADVISERS, LLC in the past. Vicki is a Series 6 and Series 63 licensed representative, and a Series 65 licensed investment advisor representative. Vicki has a broad range of experience in financial planning, portfolio management, and investment advisory services.
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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2
AZ
11/30/2021 - Present
LPL Financial LLC (TUCSON AZ)
AZ
01/03/2011 - 11/29/2021
VOYA FINANCIAL ADVISORS, INC. (ANTHEM AZ)
AZ
02/05/2009 - 01/03/2011
ING FINANCIAL ADVISERS, LLC (ANTHEM AZ)
IA
Issued 06/03/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/28/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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