Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vicki? Claim Your ProfileVicki Marie Filipiak is an Investment Advisor Representative with Cetera Investment Advisers LLC. Vicki has been in the financial industry since 1999. She has experience providing financial planning services to individuals, families, and businesses. Vicki is a Certified Financial Planner and holds the Series 6, 7, and 63 licenses. She is registered to provide investment advisory services in Arizona and Michigan. Vicki is also a part-owner of Ridge Farms LLC, a farming and hunting lease business.
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.
A percentage of the total value of assets under management is charged.
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2
MI
06/19/2019 - Present
Cetera Investment Advisers LLC (FARMINGTON HLS MI)
MI
01/29/1999 - 06/24/2019
FORESTERS FINANCIAL SERVICES, INC. (Farmington Hills MI)
BC
Issued 02/01/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2002
Series 7 - General Securities Representative Examination
BC
Issued 01/27/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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