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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 Marie Brown is an investment advisor representative with Cambridge Investment Research Advisors, Inc. based in Lake Oswego, OR. Vicki has been in the financial services industry since 2007. Vicki has passed the Series 66 and Series 7 exams as well as the SIE and is registered with the state of Oregon. Vicki has been an investment advisor representative for Ameriprise Financial Services, Inc. She has worked in the financial services industry for more than 15 years. Vicki has experience working with clients of all types including corporations, individuals, high-net-worth individuals, and pension and profit-sharing plans.
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.
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.
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.
Solicitation fees from 3rd party money managers
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2
OR
08/13/2022 - Present
Cambridge Investment Research Advisors, Inc. (Lake Oswego OR)
OR
10/12/2007 - 04/09/2019
AMERIPRISE FINANCIAL SERVICES, INC. (LAKE OSWEGO OR)
IA
Issued 08/12/2022
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 11/16/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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