Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vicki? Claim Your ProfileVicki Missler is a financial advisor with Cambridge Investment Research Advisors, Inc. based in Norwalk, Ohio. Vicki has been working in the financial services industry since 2003. Vicki has experience working with a variety of clients, including individuals, families, businesses, and non-profit organizations. Vicki is dedicated to helping her clients achieve their financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
OH
10/16/2018 - Present
Cambridge Investment Research Advisors, Inc. (Norwalk OH)
OH
03/11/2009 - 10/17/2018
NATIONWIDE SECURITIES, LLC (NORWALK OH)
OH
03/14/2005 - 12/31/2008
THE O.N. EQUITY SALES COMPANY (NEW LONDON OH)
IN
04/03/2003 - 02/09/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
04/03/2003 - 02/09/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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