Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vicki? Claim Your ProfileVicki Lee Beam is a financial advisor registered with J. W. Cole Advisors, Inc. Vicki has been in the industry since March 2001. Vicki is licensed to offer securities advice in Florida and Michigan. Vicki works out of the Tampa office of J. W. Cole Advisors, Inc.. Vicki is also registered with FINRA and several other SROs and state regulators. Vicki also works with clients on insurance, college planning, and financial planning. Vicki is an experienced financial advisor with a strong track record of success.
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.
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.
Hourly & fixed rate consulting
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
FL
08/24/2011 - Present
J. W. Cole Advisors, Inc. (TAMPA FL)
MI
01/11/2010 - 08/17/2011
WORKMAN SECURITIES CORPORATION (TRAVERSE CITY MI)
MI
08/15/2008 - 02/11/2010
ASKAR CORP. (TRAVERSE CITY MI)
MI
08/23/2006 - 08/15/2008
WORKMAN SECURITIES CORPORATION (TRAVERSE CITY MI)
MI
03/26/2001 - 08/29/2006
WADDELL & REED, INC. (TRAVERSE CITY MI)
IA
Issued 05/28/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/06/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/17/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/2003
Series 7 - General Securities Representative Examination
BC
Issued 03/23/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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