Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vicki? Claim Your ProfileVicki Lynn Hebert is a registered investment advisor representative with Wells Fargo Clearing Services, LLC. Vicki has been in the financial services industry since August 1994 and has been registered with Wells Fargo Clearing Services, LLC since July 2003. Vicki holds the Series 63, 65, 7 and SIE licenses and is currently registered to provide investment advice in 28 states, including Texas. Prior to joining Wells Fargo Clearing Services, LLC, Vicki was a registered representative with Prudential Securities Incorporated. Vicki's firm, Wells Fargo Clearing Services, LLC, is a subsidiary of Wells Fargo & Company, a leading financial services company. Wells Fargo Clearing Services, LLC, is a broker-dealer and investment advisor that provides a wide range of financial services to individuals, families, businesses, and institutions.
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.
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.
Investment consulting services to institutional clients
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.
1
2
TX
07/01/2003 - Present
Wells Fargo Clearing Services, LLC (SUGAR LAND TX)
NY
08/31/1994 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 11/02/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/26/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/1994
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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