Unclaimed
Vicki Blumenthal is a financial professional with over 20 years of experience in the industry. Vicki is currently registered with Cigna Benefits Financing, Inc., a firm that provides a variety of financial services. Vicki has held prior roles at Westport Financial Services, L.L.C. and Prudential Retirement Brokerage Services, Inc. Vicki holds several industry licenses including Series 6, 26, 63, and 99TO. Vicki is registered in Connecticut.
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.
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2
CT
01/14/2011 - Present
Cigna Benefits Financing, Inc. (BLOOMFIELD CT)
CT
06/15/2006 - 01/20/2011
WESTPORT FINANCIAL SERVICES, L.L.C. (BLOOMFIELD CT)
CT
06/17/2002 - 01/05/2005
PRUDENTIAL RETIREMENT BROKERAGE SERVICES, INC. (HARTFORD CT)
BC
Issued 10/03/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/09/2012
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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