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Vicki H. Costello

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CRD#: 1121360
VC

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Vicki Hope Costello was a registered financial professional .

Vicki is a previously registered financial professional and started their career in finance in 1983. Vicki had worked at 4 firms and has passed the Series 63, Series 7, Series 27 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

December 3, 1996 - September 12, 1997

ICBA SECURITIES

BD
CRD#: 24088
MEMPHIS, TN
Past

September 23, 1996 - September 12, 1997

VINING-SPARKS IBG, LLC

BD
CRD#: 27502
MEMPHIS, TN
Past

June 11, 1984 - October 17, 1989

V.H. COSTELLO SECURITIES, INC.

BD
CRD#: 14864
Past

April 19, 1983 - June 15, 1984

MICHAEL C. TALLEY & CO., INC.

BD
CRD#: 8679

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 11/1/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 24
Date: 12/20/1983
General Securities Principal Examination

Current Firm


IS
ICBA SECURITIES
IBAA BANKERS SECURITIES CORPORATION | ICBA SECURITIES | IBAA SECURITIES CORPORATION

CRD#: 24088 / SEC#: , 8-40867

BD
Broker-Dealer Firm Regulated by FINRA (New Orleans district office)
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Contact information


Main Address
775 Ridge Lake Blvd. Suite 190, Memphis, TN 38120
Mailing Address
775 Ridge Lake Blvd. Suite 190, Memphis, TN 38120
Phone number
(901) 762-5309
Established
Delaware since 11/09/1988
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (1 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
ICBA SERVICES NETWORK, INC.OWNER
BATES, THOMAS EUGENEDIRECTOR7598713
BITTINGER, AZA HARRISON JR.DIRECTOR4169602
FOSTER, BRENDA KAYDIRECTOR
GUERRA, GABEDIRECTOR7910566
HEID, BLAKE AARONDIRECTOR7598685
JORDE, TERRY JEANSECRETARY2643666
KINZER, CAROL ANNFINANCIAL AND OPERATIONS PRINCIPAL4519471
REBER, JAMES LEOPRESIDENT/CEO/CHIEF COMPLIANCE OFFICER/PRINCIPAL OPERATIONS OFFICER/PRINCIPAL FINANCIAL OFFICER1809879
ROMERO RAINEY, REBECA MARIADIRECTOR6989824
TWEDDLE, KEVIN MATTHEWDIRECTOR7152050
WANICHEK, CRAIG ALANDIRECTOR2352101

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


ICBA SECURITIES

CRD#: 24088

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