Vicki FilipiakCRD Number: 3173841
Current Firm: Foresters Advisory Services, LLC
Vicki Filipiak (CRD# 3173841) is an Investment Advisor Representative working at Foresters Advisory Services, LLC in Southfield, MI and has over 18 years of experience in the finance industry. Vicki Filipiak has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Pathway Financial Planning
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|First Investors Advisory Services, LLC||Southfield, MI||Aug 2012 - Current||5|
|First Investors Corporation||Southfield, MI||Dec 1998 - Current||18|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1999|
Total Assets Under Management996MILLIONS
Total Number of Accounts5,500ACCOUNTS
Average Account Value$181,082
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses