Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vicki? Claim Your ProfileVicki Andrews is an experienced financial advisor with over 28 years in the industry. Vicki has held positions at several firms including Waddell & Reed, KMS Financial Services, Inc., Wilbanks Securities, Inc., and Raymond James Financial Services, Inc. Currently, Vicki is an advisor with LPL Financial LLC. Vicki holds licenses in several states including Alaska, Arizona, California, Michigan, Montana, Oregon, Texas and Washington.
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
WA
07/21/2021 - Present
LPL Financial LLC (DES MOINES WA)
WA
07/20/2020 - 07/21/2021
WADDELL & REED (NORMANDY PARK WA)
WA
01/19/2006 - 07/20/2020
KMS FINANCIAL SERVICES, INC. (Des Moines WA)
OK
05/12/2004 - 01/11/2006
WILBANKS SECURITIES, INC. (OKLAHOMA CITY OK)
FL
10/13/1993 - 12/31/2003
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
BOTH
Issued 08/22/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/09/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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