Unclaimed
Vicky Lynn Langenhorst is a financial advisor with Raymond James & Associates, Inc. based in ST LOUIS, MO. Vicky has been in the financial services industry since 1993 and has experience with UBS FINANCIAL SERVICES INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Vicky is registered in 15 states and is licensed to provide financial advice in both the Broker-Dealer and Investment Advisor capacities. Vicky's focus is on providing financial advice for individuals, businesses, pensions, and charitable organizations.
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
MO
08/31/2018 - Present
Raymond James & Associates, Inc. (ST LOUIS MO)
MO
01/16/2009 - 09/11/2018
UBS FINANCIAL SERVICES INC. (ST. LOUIS MO)
MO
07/12/1996 - 01/20/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CLAYTON MO)
MO
02/23/1993 - 07/12/1996
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 09/17/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/11/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/1993
Series 7 - General Securities 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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