Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vicki? Claim Your ProfileVicki Ann Kline is a financial advisor with over 25 years of experience in the industry. Vicki is a Registered Representative with Stratos Wealth Partners, Ltd., a financial advisory firm based in Beachwood, Ohio. Vicki's expertise spans several areas, including investment advisory services, fixed insurance products, and tax preparation. Vicki also holds the Certified Financial Planner designation and is a Notary Public.
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.
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.
Percentage of assets under management with third party managers
1
2
OH
03/14/2016 - Present
Stratos Wealth Partners, Ltd. (Ravenna OH)
OH
10/22/2009 - 03/03/2010
CHASE INVESTMENT SERVICES CORP. (AKRON OH)
OH
06/30/2000 - 11/09/2009
LPL FINANCIAL CORPORATION (AKRON OH)
OH
02/09/1994 - 07/18/2000
BUTLER, WICK & CO., INC. (YOUNGSTOWN OH)
IA
Issued 11/17/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/01/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/22/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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