Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vicki? Claim Your ProfileVicki Vanaman is a registered representative with Osaic Wealth, Inc. with over 20 years of experience in the financial services industry. She is licensed to conduct business in Missouri. Vicki specializes in financial planning and investment services and has a strong focus on serving individual and business clients. Her expertise and commitment to providing personalized guidance make her a valuable resource for those seeking financial advice.
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.
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2
MO
09/01/2023 - Present
Osaic Wealth, Inc. (ROGERSVILLE MO)
MO
05/04/2010 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (ROGERSVILLE MO)
MO
06/28/2006 - 09/30/2009
VSR FINANCIAL SERVICES, INC. (OZARK MO)
MO
10/26/2001 - 07/03/2006
RAYMOND JAMES FINANCIAL SERVICES, INC. (SPRINGFIELD MO)
BC
Issued 02/11/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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