Kristin Vanicky
Professional Summary
Kristin Vanicky, who also goes by Kristin Jane Dietz, Kristin Jane Vanicky, is a registered financial advisor currently at CAMPBELL FINANCIAL SERVICES, LLC located in Baltimore, Maryland. Kristin is registered as a RR (Registered Representative) and started their career in finance in 1998. Kristin has worked at 3 firms and has passed the Series 63, Series 7TO, SIE, Series 3, Series 55 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Kristin Jane Dietz, Kristin Jane Vanicky
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Years of Experience
28 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
CAMPBELL FINANCIAL SERVICES, INC. | CAMPBELL FINANCIAL SERVICES, LLC
Contact Information
Main Address
2850 Quarry Lake Drive, Ste. 100, Baltimore, MD 21209Mailing Address
2850 Quarry Lake Drive, Ste. 100, Baltimore, MD 21209Phone Number
(410) 413-2600Established
Maryland since 03/18/1997Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (52 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(10/20/2021)
(5/29/2019)
(5/24/2019)
(10/20/2021)
(3/1/2019)
(11/30/2021)
(10/21/2021)
(5/28/2019)
(5/24/2019)
(10/22/2021)
(5/28/2019)
(5/30/2019)
(10/21/2021)
(10/20/2021)
(2/28/2019)
(5/28/2019)
(10/21/2021)
(10/20/2021)
(5/28/2019)
(5/29/2019)
(5/30/2019)
(5/28/2019)
(10/21/2021)
(6/4/2019)
(5/28/2019)
(11/10/2021)
(10/20/2021)
(5/28/2019)
(10/21/2021)
(5/28/2019)
(5/24/2019)
(10/20/2021)
(5/28/2019)
(10/28/2021)
(5/31/2019)
(6/4/2019)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 55 — Limited Representative-Equity Trader Exam
Passed Apr 1999SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Kristin Vanicky's CRS (Customer Relationship Summary).
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