Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eatan? Claim Your ProfileEatan Vijan is a financial advisor with Avantax Advisory Services. Eatan is a registered representative and investment advisor representative with over 16 years of experience in the financial services industry. Eatan's focuses on providing financial planning and investment management services to individuals, families, and businesses. Eatan has a strong track record of success in helping clients achieve their financial goals. Eatan holds a Series 6, 7, 63, and 66 licenses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
CA
12/01/2022 - Present
Avantax Advisory Services (SAN JOSE CA)
CA
10/04/2018 - 12/05/2022
SECURITIES AMERICA, INC. (SANTA CLARA CA)
CA
03/11/2015 - 06/25/2018
TD AMERITRADE, INC. (SAN MATEO CA)
CA
11/24/2014 - 03/06/2015
UNIONBANC INVESTMENT SERVICES, LLC (MENLO PARK CA)
CA
10/23/2009 - 10/24/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MENLO PARK CA)
CA
11/18/2008 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (PALO ALTO CA)
CA
05/29/2007 - 07/24/2008
CITIGROUP GLOBAL MARKETS INC. (REDWOOD CA)
CA
07/03/2006 - 05/29/2007
CITICORP INVESTMENT SERVICES (REDWOOD CA)
BOTH
Issued 04/22/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/25/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/25/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2009
Series 7 - General Securities Representative Examination
BC
Issued 06/30/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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