Unclaimed
Vicky Kirby is a registered investment advisor representative with Edward Jones. Vicky has been in the industry since 1994 and is licensed in Alabama, Florida, Georgia, Indiana, Mississippi, Missouri, Montana, North Carolina, South Carolina, Tennessee, Texas, and Virginia. Vicky is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). Vicky specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses. Vicky is also a board member at the DeKalb County Regional Hospital.
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.
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.
See schedule d - miscellaneous
1
2
AL
02/20/2019 - Present
Edward Jones (FT PAYNE AL)
BC
Issued 09/27/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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