Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vickie? Claim Your ProfileVickie Lacroix is an active Registered Representative and Investment Advisor Representative with Wells Fargo Clearing Services, LLC. Vickie has been in the securities industry since 2008. Vickie is licensed to sell securities in 30 states, and is also registered with FINRA. Vickie's areas of expertise include Retirement Planning, College Savings, Estate Planning, and Investment Management. Vickie is committed to providing her clients with the highest level of service and expertise.
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.
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.
Investment consulting services to institutional clients
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
FL
04/28/2020 - Present
Wells Fargo Clearing Services, LLC (THE VILLAGES FL)
FL
04/03/2017 - 04/06/2017
BB&T INVESTMENT SERVICES, INC. (THE VILLAGES FL)
FL
01/14/2013 - 03/31/2017
BB&T INVESTMENT SERVICES, INC. (THE VILLAGES FL)
FL
03/07/2011 - 02/15/2013
LPL FINANCIAL LLC (MOUNT DORA FL)
FL
03/17/2008 - 03/08/2011
EDWARD JONES (LEESBURG FL)
BOTH
Issued 05/05/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2008
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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