Vicki L. Katzer
Professional summary
Vicki Lynn Katzer, who also goes by VIcki Katzer, Vicki Lynn Russell, Victoria Russell, Vicki Lynn Wilson, is a registered financial professional currently at THE LEADERS GROUP, INC. located in Summit, New Jersey.
Vicki is registered as a RR (Registered Representative) and started their career in finance in 1988. Vicki has worked at 6 firms and has passed the Series 63, Series 6TO, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Vicki Lynn Katzer's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 5, 1998 - Present
THE LEADERS GROUP, INC.
Office #1: 475 Springfield Ave, Summit, NJ 07901January 26, 1995 - December 31, 1997
FINANCIAL WEST GROUP
October 25, 1994 - December 10, 1994
ADVANTAGE CAPITAL CORPORATION
October 13, 1993 - November 23, 1994
MOMENTUM INDEPENDENT NETWORK INC.
January 14, 1992 - August 24, 1993
HIMCO DISTRIBUTION SERVICES COMPANY
October 4, 1988 - January 12, 1990
UNITED PACIFIC FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(9/11/2017)
(4/4/2018)
(1/5/1998)
Exams
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative ExaminationFINRA
Current Firm
THE LEADERS GROUP, INC.
CRD#: 37157 / SEC#: , 8-47639
Contact information
FINRA licenses (52 States and Territories)
Disclosures
| Regulatory Event | 4 |
Red Flags
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