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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vicki? Claim Your ProfileVicki Lynn Kaminski is an Investment Advisor Representative with Great Valley Advisor Group, Inc. Vicki has been in the financial services industry since 1994. Vicki is registered with the state of Wisconsin and has experience working with high-net-worth individuals, pension and profit-sharing plans, as well as individuals other than high-net-worth. Vicki's professional background includes roles with InterVest International Equities Corporation, Select Advisor Group, Inc. and Great Valley Advisor Group, Inc. In addition to her role with Great Valley Advisor Group, Inc., Vicki is also a self-employed insurance agent.
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.
Consulting services
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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WI
11/29/2023 - Present
Great Valley Advisor Group, Inc. (Brookfield WI)
WI
09/24/1997 - 11/01/2017
INTERVEST INTERNATIONAL EQUITIES CORPORATION (BROOKFIELD WI)
MN
01/08/1997 - 08/25/1997
FORTIS INVESTORS, INC. (OAKDALE MN)
NY
05/23/1994 - 11/19/1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 06/06/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/14/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/01/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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