Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vicki? Claim Your ProfileVicki Edelen is a financial advisor who has been in the industry since 2001. Vicki is currently registered with Centaurus Financial, Inc. and has previously worked with CETERA ADVISORS LLC, CETERA ADVISOR NETWORKS LLC, ASSOCIATED SECURITIES CORP., ARCHON SECURITIES, LLC, AMERICAN GENERAL SECURITIES INCORPORATED, and FRANKLIN FINANCIAL SERVICES CORPORATION. Vicki has a Series 6, 7, 24, 63 and SIE license. Vicki is a licensed advisor in Arizona.
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.
1
2
AZ
01/17/2019 - Present
Centaurus Financial, Inc. (SCOTTSDALE AZ)
AZ
03/25/2013 - 12/21/2018
CETERA ADVISORS LLC (PHOENIX AZ)
AZ
12/05/2007 - 03/09/2013
CETERA ADVISOR NETWORKS LLC (PHOENIX AZ)
AZ
08/06/2004 - 12/04/2007
ASSOCIATED SECURITIES CORP. (PHOENIX AZ)
AZ
04/22/2003 - 03/24/2005
ARCHON SECURITIES, LLC (PHOENIX AZ)
AZ
10/01/2002 - 03/31/2003
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
TX
07/06/2001 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
BC
Issued 06/28/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/24/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2005
Series 7 - General Securities Representative Examination
BC
Issued 07/05/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Vicki Edelen is the right advisor for you? Invested Better is here to help.
