Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vicki? Claim Your ProfileVicki Joern is a registered Investment Advisor Representative with Impact Partnership Wealth, LLC and BEE Financial Partners Wealth, LLC. Vicki has over 20 years of experience in the financial services industry. Vicki holds the Series 66, Series 7 and SIE licenses. Vicki is a member of the Association of Financial Consultants and the Society for Financial Awareness. Vicki is a Managing Member and Chief Compliance Officer of BEE Financial Partners Wealth, LLC and provides financial planning, retirement planning, and Social Security planning services to individuals and businesses.
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.
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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TX
11/10/2021 - Present
Impact Partnership Wealth, LLC (Houston TX)
TX
06/28/2016 - 04/01/2020
USA FINANCIAL SECURITIES CORPORATION (Houston TX)
TX
10/05/2012 - 06/28/2016
IMS SECURITIES, INC. (HOUSTON TX)
TX
06/14/2011 - 09/04/2012
MADISON AVENUE SECURITIES, INC. (HOUSTON TX)
TX
03/13/2006 - 05/07/2010
SWS FINANCIAL SERVICES (HOUSTON TX)
IL
01/15/2003 - 03/08/2006
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
NY
11/14/2000 - 06/06/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 12/01/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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