Vicki Filipiak, financial advisor Southfield MI
96 score

Vicki Filipiak

CRD 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 17 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.

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Professional Designations
Company Name Location Dates Years
First Investors Advisory Services, LLC Southfield, MI Aug 2012 - Current 4
First Investors Corporation Southfield, MI Dec 1998 - Current 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1999
Contact Info for Vicki M. Filipiak
Phone Number: 212-858-8000
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    996
    MILLIONS
  • Total Number of Accounts
    5,500
    ACCOUNTS
  • Average Account Value
    $181,082
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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