Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vicki? Claim Your ProfileVicki Denise Kovach is a financial advisor with Certified Advisory Corp. Vicki has been a registered representative since 1998 and has experience in various financial services firms. Vicki specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals.
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.
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.
Solicitation fees
1
2
FL
08/15/2006 - Present
Certified Advisory Corp. (ALTAMONTS SPRINGS FL)
FL
03/29/2021 - 07/09/2021
FORTUNE FINANCIAL SERVICES, INC. (Altamonte Springs FL)
CA
07/21/2006 - 06/15/2021
TRANSAM SECURITIES, INC. (LOS ANGELES CA)
FL
06/10/2013 - 12/31/2017
MAITLAND SECURITIES, INC. (MAITLAND FL)
FL
07/25/2002 - 07/18/2006
COLONIAL BROKERAGE, INC. (KISSIMMEE FL)
SC
06/09/2000 - 06/17/2002
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
GA
04/09/1999 - 07/17/2000
WMA SECURITIES, INC. (DULUTH GA)
NC
04/21/1998 - 04/19/1999
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BOTH
Issued 03/24/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/22/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2001
Series 7 - General Securities Representative Examination
BC
Issued 04/20/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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