Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vicki? Claim Your ProfileVicki Balhoff is a financial advisor with over 38 years of experience in the financial services industry. Vicki is currently registered with Osaic Wealth, Inc. Vicki has held previous positions with TRIAD ADVISORS LLC, MULTI-FINANCIAL SECURITIES CORPORATION, NYLIFE SECURITIES INC., HORNOR, TOWNSEND & KENT, INC., and MML INVESTORS SERVICES, INC. Vicki's registrations include Series 6, Series 7, Series 22, Series 63 and SIE exams. Vicki is a Chartered Financial Consultant. Vicki is also an insurance agent with multiple carriers. Vicki is committed to providing her clients with personalized financial advice and guidance.
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.
1
2
OH
08/23/2024 - Present
Osaic Wealth, Inc. (SYLVANIA OH)
OH
11/02/2006 - 08/23/2024
TRIAD ADVISORS LLC (SYLVANIA OH)
OH
05/05/2004 - 11/01/2006
MULTI-FINANCIAL SECURITIES CORPORATION (TOLEDO OH)
NY
02/21/2002 - 05/25/2004
NYLIFE SECURITIES INC. (NEW YORK NY)
PA
08/03/2001 - 01/08/2002
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
MA
01/06/1997 - 08/28/2001
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
MA
03/01/1996 - 08/16/1996
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
03/31/1986 - 03/01/1996
G. R. PHELPS & CO., INC.
NA
03/20/1984 - 12/09/1985
NEW YORK LIFE SECURITIES CORP.
BC
Issued 04/05/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2007
Series 7 - General Securities Representative Examination
BC
Issued 08/22/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 03/19/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Vicki Balhoff is the right advisor for you? Invested Better is here to help.
