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 Pitkin is a financial advisor with over 20 years of experience in the industry. Vicki currently works for TD Private Client Wealth LLC and has a branch office in Manchester, NH. Prior to joining TD Private Client Wealth LLC, Vicki was a financial advisor at LPL Financial LLC, UVEST Financial Services Group, Inc., TD Wealth Management Services Inc., BANCNORTH INVESTMENT GROUP, INC., CHITTENDEN SECURITIES, LLC., American Express Financial Advisors Inc., and IDS LIFE INSURANCE COMPANY. Vicki is licensed in New Hampshire to conduct both Broker/Dealer and Investment Advisor business.
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.
A percentage of the total value of assets under management is charged.
1
2
NH
05/01/2013 - Present
TD Private Client Wealth LLC (Manchester NH)
NH
10/11/2011 - 04/25/2013
LPL FINANCIAL LLC (BEDFORD NH)
NH
09/12/2011 - 10/11/2011
UVEST FINANCIAL SERVICES GROUP, INC. (BEDFORD NH)
NH
11/17/2009 - 05/28/2010
TD WEALTH MANAGEMENT SERVICES INC. (BEDFORD NH)
NH
05/12/2008 - 11/17/2009
BANCNORTH INVESTMENT GROUP, INC. (BEDFORD NH)
NH
05/09/2002 - 04/29/2008
CHITTENDEN SECURITIES, LLC. (MANCHESTER NH)
MN
05/25/2000 - 01/02/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/25/2000 - 01/02/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 04/14/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/21/2009
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Vicki Pitkin is the right advisor for you? Invested Better is here to help.
