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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vickie? Claim Your ProfileVickie Adams is a financial advisor with Avantax Advisory Services. Vickie has been in the industry since 1993 and has a wide range of experience in financial planning, investment management, and insurance. Vickie is registered with the state of Colorado as an investment advisor representative and holds several industry licenses, including Series 6, 22, 62, and 63. Vickie specializes in providing financial advice to individuals and families, with a focus on retirement planning, college savings, and estate planning. Vickie is dedicated to helping clients achieve their financial goals and believes in building strong, long-lasting relationships with clients.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
CO
08/14/2017 - Present
Avantax Advisory Services (Denver CO)
CA
09/02/1993 - 10/14/1993
JACKSON NATIONAL FINANCIAL SERVICES, INC. (LOS ANGELES CA)
BC
Issued 09/01/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/20/2018
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2006
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 03/30/1994
Series 2 - Non-Member General Securities Examination
BC
Issued 08/31/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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