Unclaimed
Victoria McKee is a financial professional with over 19 years of experience in the financial services industry. Victoria has a Series 6, 7TO and 63 license and is registered with Fidelity Brokerage Services LLC. Victoria has held previous roles at OppenheimerFunds Distributor, Inc. and Benefitcorp Equities, Inc. Victoria is licensed to provide investment advice in all states except Iowa.
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.
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.
1
2
CO
06/12/2020 - Present
Fidelity Brokerage Services LLC (GREENWOOD VILLAGE CO)
CO
05/14/2004 - 12/02/2019
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (CENTENNIAL CO)
CO
02/16/2001 - 03/04/2002
BENEFITSCORP EQUITIES, INC. (GREENWOOD VILLAGE CO)
BC
Issued 06/24/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/11/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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