Unclaimed
Vicki Annette Zacher is a financial advisor registered with Level Four Financial, LLC. Vicki joined the firm in 2014. Prior to that, Vicki was a registered representative with Raymond James & Associates, Inc. from 2012-2014 and North Star Investment Services, Inc. from 2004-2007. Vicki has a Series 7, Series 11, and Series 63 license and holds a SIE exam.
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.
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.
1
2
IL
10/02/2014 - Present
Level Four Financial, LLC (Lake Forest IL)
IL
11/15/2012 - 10/01/2014
RAYMOND JAMES & ASSOCIATES, INC. (LAKE FOREST IL)
IL
10/20/2004 - 08/06/2007
NORTH STAR INVESTMENT SERVICES, INC. (LAKE FOREST IL)
BC
Issued 01/09/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2012
Series 7 - General Securities Representative Examination
BC
Issued 10/19/2004
Series 11 - Assistant Representative-Order Processing Qualification Exam
Active
Inactive
F
FINRA
Not sure Vicki Zacher is the right advisor for you? Invested Better is here to help.