Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vicki? Claim Your ProfileVicki Nielsen is a financial advisor with over 15 years of experience in the industry. Vicki has a wide range of experience in the financial services industry, including securities, investment advisory and insurance. Vicki currently works with Cetera Investment Advisers LLC, a firm with over 100 Billion in assets under management. Vicki is registered in multiple states, including Alabama, Arizona, Arkansas, California, Colorado, Florida, Georgia, Hawaii, Illinois, Indiana, Kansas, Michigan, Minnesota, Missouri, North Carolina, Ohio, Pennsylvania, Virginia, Washington, and Wisconsin. Vicki is licensed to sell securities and investment advisory services. Vicki has also been involved in several other businesses, including leadership development organizations, financial services businesses and charities.
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
IL
06/29/2023 - Present
Cetera Investment Advisers LLC (MCHENRY IL)
IL
03/13/2007 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (MCHENRY IL)
IA
Issued 02/05/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/23/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/2010
Series 7 - General Securities Representative Examination
BC
Issued 03/12/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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