Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Viki? Claim Your ProfileViki Lynn Hamilton is a financial advisor at Kestra Advisory Services, LLC. Viki has been in the financial industry for over 20 years and is a registered representative in Florida and Texas. Viki specializes in providing financial planning, investment advice, and portfolio management services to individuals, businesses, and retirement plans. Viki has a passion for helping people achieve their financial goals and believes in building long-term relationships with her clients.
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.
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2
FL
10/13/2023 - Present
Kestra Advisory Services, LLC (MELBOURNE FL)
FL
08/25/2016 - 02/25/2022
CONCOURSE FINANCIAL GROUP SECURITIES, INC. (ORLANDO FL)
FL
08/20/2010 - 09/12/2016
WADDELL & REED (MAITLAND FL)
FL
09/17/2004 - 08/24/2010
EDWARD JONES (WINTER SPRINGS FL)
TX
07/07/2000 - 07/27/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 03/06/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/19/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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