Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vicki? Claim Your ProfileVicki Lawson is a financial professional with over 29 years of experience in the financial services industry. Vicki is currently registered with Silver Oak Securities, Inc. and is located in Jackson, TN. Vicki has held previous registrations with Commerce Square Trading, LLC, FTN Midwest Securities Corp., FTN Financial Securities Corp, Bolton Financial Services, LLC, Nationwide Advisory Services, Inc., Stephens Inc., and Morgan Keegan & Company, Inc.
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.
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
TN
08/12/2014 - Present
Silver OAK Securities, Inc. (JACKSON TN)
TN
01/18/2010 - 08/17/2012
COMMERCE SQUARE TRADING, LLC (MEMPHIS TN)
TN
10/31/2002 - 02/26/2008
FTN MIDWEST SECURITIES CORP. (MEMPHIS TN)
TN
05/22/2001 - 02/26/2008
FTN FINANCIAL SECURITIES CORP (MEMPHIS TN)
TN
07/18/1994 - 08/24/2000
BOLTON FINANCIAL SERVICES, LLC (MEMPHIS TN)
OH
04/08/1993 - 04/26/1994
NATIONWIDE ADVISORY SERVICES, INC. (COLUMBUS OH)
AR
09/27/1991 - 03/25/1993
STEPHENS INC. (LITTLE ROCK AR)
TN
07/15/1991 - 10/04/1991
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
TN
07/18/1989 - 06/18/1991
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
BC
Issued 06/04/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/05/2002
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/28/1995
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2002
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/10/1995
Series 3 - National Commodity Futures Examination
BC
Issued 07/15/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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