Vicki
Joern

Bee Financial Partners Wealth, LLC

CRD#4268832
Investment Advisor
in Houston, TX

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About this Advisor

Vicki Joern is a financial advisor based in Houston, Texas, working with Bee Financial Partners Wealth, LLC. Vicki has previously held positions at Vicki Joern, Sole Proprietor, Ims Securities, Inc, Ims Financial Advisors, Inc, Usa Financial Securities, Bee Financial Partners, Gradient Advisors, Impact Partnership Wealth, LLC, Bee Financial Partners LLC, and Bee Financial Partners Wealth, LLC. Vicki has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Vicki is part of Bee Financial Partners Wealth, LLC.

Certifications and Registrations

Series 66

Office Location

9950 Cypresswood Drive #200
Houston, TX 77070

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Vicki Joern Work History

2024 - Present (2 years)

Bee Financial Partners Wealth, LLC

2021 - Present (5 years)

Bee Financial Partners LLC

2011 - Present (15 years)

Vicki Joern, Sole Proprietor

2021 - 2025 (4 years)

Impact Partnership Wealth, LLC

2020 - 2021 (1 year)

Gradient Advisors

2016 - 2020 (4 years)

Usa Financial Securities

2012 - 2016 (4 years)

Ims Securities, Inc

2012 - 2016 (4 years)

Ims Financial Advisors, Inc

2012 - 2021 (9 years)

Bee Financial Partners

Disclosures

Please visit the SEC profile of Vicki Joern to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

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