Vickie Lynn Kozuck

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Edmonds, WA
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Edmonds, WA

Previous Registrations

• 1998-05-04 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Edmonds, WA
  Edmonds, WA
  St. Louis, MO

Other Businesses

ST MARY MAGDALEN;, INV RELATED, EVERETT, WA, FINANCE COMMITTEE MEMBER, START 7/1/2010, 2 HOURS PER MONTH, ZERO DURING TRADING, ATTENDING MEETINGS, REVIEWING BALANCE STEET, INCOME STATEMENT, AND CAPITAL CAMPAIGN REPRORTS. LYNNWOOD ROTARY COMMUNICATION FOUNDATION, INVT RELATED, LYNNWOOD, WA, PAST PRESIDENT/COMMITTEE CHAIR OF INVESTMENT POLICY COMMITTEE, START DATE 6/30/2023, 3 HRS PER MONTH, 0 HRS DURING TRADING, ATTENDING AND COORDINATING SEMI-ANNUAL MEEINTGS WITH RBC & THE LRCF BOARD. COMMUNICATING ANY INVESTMENT OBJECTIVE, ASSET ALLOCATION REQUESTS FROM THE LRCF BOARD AND ACTING AS A LIASON BETWEEN DONOR AND SCHOOL..

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-04-22
• S63 Uniform Securities Agent State Law Examination
  1990-12-14

Other Names

• Vickie Lynn Stone