Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vicki? Claim Your ProfileVicki Brackens is a financial advisor with over 30 years of experience in the industry. Vicki is registered with LPL Financial LLC and Stratos Wealth Partners, Ltd. Vicki's areas of expertise include financial planning, portfolio management for businesses and individuals, pension consulting, and educational seminars. Vicki also provides consulting and other non-discretionary advisory services. Vicki holds the Series 6, 7, 63, and 65 licenses and is a Chartered Financial Consultant.
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.
Consulting and other non-discretionary advisory services
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
NY
12/18/2019 - Present
LPL Financial LLC (SYRACUSE NY)
NY
03/06/2013 - 12/04/2018
LINCOLN FINANCIAL ADVISORS CORPORATION (SYRACUSE NY)
NY
11/06/2008 - 03/11/2013
METLIFE SECURITIES INC. (SYRACUSE NY)
NY
06/24/1991 - 10/23/2008
METLIFE SECURITIES INC. (SYRACUSE NY)
NY
06/24/1991 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (SYRACUSE NY)
IA
Issued 07/07/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/19/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/29/2000
Series 7 - General Securities Representative Examination
BC
Issued 05/07/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Vicki Brackens is the right advisor for you? Invested Better is here to help.
