Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vickie? Claim Your ProfileVickie Boggio is a financial advisor at Cetera Investment Advisers LLC. Vickie has been in the financial services industry since 2006. Vickie has a variety of licenses and certifications including Series 6, 7, 63 and 65. Vickie has a strong background in investment advisory services, financial planning, and portfolio management for individuals and businesses. Vickie has previously worked at BBVA Securities Inc., BBVA Compass Investment Solutions, Inc, Guaranty Brokerage Services, Inc., and NYLIFE Securities Inc. Vickie also serves as a Citizen Trustee for the Longview Fireman's Relief and Retirement Fund Board of Trustees.
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
TX
08/13/2014 - Present
Cetera Investment Advisers LLC (LONGVIEW TX)
TX
05/16/2013 - 07/09/2013
BBVA SECURITIES INC. (TYLER TX)
TX
03/09/2010 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (TYLER TX)
TX
11/27/2006 - 12/23/2009
GUARANTY BROKERAGE SERVICES, INC. (TYLER TX)
TX
08/10/2005 - 09/26/2006
NYLIFE SECURITIES INC. (TYLER TX)
IA
Issued 8/12/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/30/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/3/2011
Series 7 - General Securities Representative Examination
BC
Issued 8/9/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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