Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vicki? Claim Your ProfileVicki Lin Reighard-kean has been a registered professional in the financial services industry since 2000. Vicki has experience working with various firms, including Ashton Thomas Securities, LLC, Drake Star Securities LLC, and Healthcare Community Securities Corp.. Vicki is a Series 7, Series 24, Series 52TO, and Series 53 licensed professional. Vicki is also licensed in Iowa, Maryland, Massachusetts, and Vermont. Vicki specializes in Portfolio Management for Individuals and Financial Planning.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NY
01/11/2024 - Present
Ashton Thomas Securities, LLC (ROCHESTER NY)
FL
06/29/2023 - 06/20/2024
LESTE USA (MIAMI FL)
IA
05/07/2019 - 05/02/2023
TRANSAMERICA INVESTORS SECURITIES CORPORATION (CEDAR RAPIDS IA)
FL
08/16/2016 - 04/30/2019
TRANSAMERICA FINANCIAL ADVISORS, INC (ST PETERSBURG FL)
IA
05/17/2016 - 06/23/2016
NATIONS FINANCIAL GROUP, INC. (CEDAR RAPIDS IA)
IA
03/23/2012 - 04/08/2016
SECURITIES MANAGEMENT & RESEARCH, INC. (Cedar Rapids IA)
IA
11/04/2009 - 04/08/2016
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (Cedar Rapids IA)
IA
11/21/2007 - 08/27/2009
AMERITAS INVESTMENT CORP. (IOWA CITY IA)
IA
08/25/2000 - 06/09/2006
RAYMOND JAMES FINANCIAL SERVICES, INC. (WASHINGTON IA)
BC
Issued 09/15/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/10/2024
Series 14 - Compliance Officer Examination
BC
Issued 11/06/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/22/2003
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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