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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 Jeanne Lawson is a financial advisor with over 25 years of experience in the financial services industry. Vickie is currently registered with Raymond James & Associates, Inc. Previously, Vickie was employed with Deutsche Bank Securities Inc. and DB Alex. Brown LLC. Vickie is licensed in 27 states and holds the Series 6, 7, 63, and 66 licenses. Vickie's areas of expertise include financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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.
Please see note in schedule d - miscellaneous
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
NC
09/06/2016 - Present
Raymond James & Associates, Inc. (Winston-Salem NC)
NC
01/13/2001 - 09/06/2016
DEUTSCHE BANK SECURITIES INC. (WINSTON-SALEM NC)
MD
04/21/1998 - 01/13/2001
DB ALEX. BROWN LLC (BALTIMORE MD)
NA
07/09/1984 - 10/26/1984
FIRST INVESTORS CORPORATION
BOTH
Issued 02/25/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/05/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/1998
Series 7 - General Securities Representative Examination
BC
Issued 07/06/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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