Unclaimed
Aviva Esther Sapers is a financial advisor with over 30 years of experience in the industry. Aviva is currently registered with Csenge Advisory Group, LLC and Lion Street Advisors, LLC, in Massachusetts. Aviva has previously worked with a number of other firms, including Kestra Investment Services, LLC, Nathan & Lewis Securities, Inc., Guardian Investor Services Corporation, New England Securities, and CMS Investment Resources, Inc. Aviva holds Series 63, Series 24, Series 7, and SIE licenses and is a Chartered Financial Consultant. Aviva is an active advisor with a diverse range of experience, providing a broad range of financial services to individuals and businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
FL
02/23/2021 - Present
Csenge Advisory Group, LLC (CLEARWATER FL)
MA
09/04/2002 - 02/02/2017
KESTRA INVESTMENT SERVICES, LLC (NEWTON MA)
NY
08/17/1993 - 09/25/2002
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NY
04/07/1992 - 08/03/1993
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NY
02/12/1985 - 02/01/1992
NEW ENGLAND SECURITIES (NEW YORK NY)
NA
12/18/1984 - 01/16/1985
CMS INVESTMENT RESOURCES, INC.
BC
Issued 11/13/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/10/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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