Unclaimed
Vickie Godyn is a financial advisor with Fidelity Personal And Workplace Advisors, a firm with over 15,000 employees and over $800 billion in assets under management. Vickie has been in the industry since 2005 and has experience in providing financial planning, educational seminars, and portfolio management services to individuals and businesses. Vickie is also a Registered Representative and Investment Advisor Representative.
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.
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
WA
11/23/2022 - Present
Fidelity Personal AND Workplace Advisors (LYNNWOOD WA)
WA
06/04/2013 - 10/26/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BELLEVUE WA)
MA
03/29/2011 - 08/15/2012
NFP SECURITIES, INC. (NORTHAMPTON MA)
WA
01/01/2006 - 04/20/2009
RUSSELL FINANCIAL SERVICES, INC., PART OF RUSSELL INVESTMENTS (TACOMA WA)
BOTH
Issued 08/22/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/14/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/04/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/07/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2007
Series 7 - General Securities Representative Examination
BC
Issued 12/29/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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