Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vicky? Claim Your ProfileVicky Chik Teherani is a financial advisor at LPL Financial LLC. Vicky has been in the financial industry since 1988 and has a wide range of experience. Vicky is registered in 13 states and holds Series 6, 7, 63, 65 and SIE licenses. In addition to LPL Financial LLC, Vicky has held previous positions at AVANTAX INVESTMENT SERVICES, INC., H.D. VEST INVESTMENT SECURITIES, INC., AMERICAN EXPRESS FINANCIAL ADVISORS INC. and IDS LIFE INSURANCE COMPANY. Vicky also owns and operates several businesses including Rolland Safe & Lock Company, L.L.C, VT Capital, Inc., and TEHMAR, INC. Vicky provides financial planning, consulting, and other non-discretionary advisory services to individuals, businesses, and institutions.
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.
Consulting and other non-discretionary advisory services
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.
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2
TX
05/03/2021 - Present
LPL Financial LLC (Dallas TX)
TX
07/07/2015 - 05/05/2021
AVANTAX INVESTMENT SERVICES, INC. (Dallas TX)
TX
01/01/1990 - 12/20/1999
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
MN
10/19/1988 - 11/21/1989
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/19/1988 - 11/21/1989
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 01/05/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/10/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/19/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/15/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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