Vikki Holmes

Vikki Holmes

Registered New Business Administrator for Howard Fink

Vikki brings over 20 years of financial service industry experience. Vikki has extensive advanced training in financial services for more than 15 years and is a member of Howard Fink's team. She is licensed in life and disability insurance. Vikki earned her FINRA Series 6 (Investment company Products/ Variable Contracts Limited Representative) as well as her 63 (Uniform Securities Agent State Law Examination). Vikki is a registered field assistant with NFP Advisor Services, LLC, and a member of Financial Service Institute (FSI).

Vikki is equipped to handle all phases of client presentations and planning.  Vikki is charged with  managing and servicing all aspects of investment and insurance planning advisory services, from the preparation of applicable material including securities review and comparisons.  Vikki closely assists in all planning issues for client proposals.  This includes securities, insurance, financial, estate planning and all retirement plans; 401k’s, SEP’s Profit Sharing & Defined Benefit plans. Vikki earned an Associates of Arts degree from The College of the Canyons.

 

Phone 818.609.7575
Fax 818.609.0185