Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vicki? Claim Your ProfileVicki Russell is a financial advisor with Wells Fargo Clearing Services, LLC in Fort Worth, Texas. Vicki has been in the industry since February 2016 and is registered with both FINRA and the state of Texas. Vicki holds the Series 6, 7, 63, and 65 licenses and has been recognized for her expertise in providing financial planning, portfolio management, and investment consulting services to individuals and businesses. Vicki is committed to helping her clients achieve their financial goals through personalized financial planning and investment strategies.
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
03/30/2016 - Present
Wells Fargo Clearing Services, LLC (FORT WORTH TX)
IA
Issued 03/30/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/08/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/10/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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