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Jose Eduardo Vivero

Moneco Advisors

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About Jose Eduardo Vivero

Jose Eduardo Vivero is a financial advisor affiliated with Moneco Advisors. Jose Eduardo Vivero has been in the financial industry for over 10 years. Jose Eduardo Vivero is a CERTIFIED FINANCIAL PLANNER™ professional and a CHARTERED FINANCIAL CONSULTANT™. Jose Eduardo Vivero works with individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.

Firm Information

Jose Vivero is currently registered with Moneco Advisors. Moneco Advisors is a financial advisory firm headquartered in Fairfield, CT, with a team of over 40 professionals providing financial planning, portfolio management, and other advisory services to a range of clients, including individuals, families, businesses, charitable organizations, and pension plans. The firm has approximately $1.5 billion in regulatory assets under management, and it is a participant in wrap fee programs.
Moneco Advisors

2150 POST ROAD, SUITE 201

FAIRFIELD, CT 06824

$1.47B

Assets Under Management

27

Total Clients

32

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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lpl financial sponsored advisory programs

Lpl financial sponsored advisory programs

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jose Vivero’s Registration & Firm History

CT

06/18/2020 - Present

Moneco Advisors (FAIRFIELD CT)

CT

04/03/2020 - 05/30/2023

LPL FINANCIAL LLC (FAIRFIELD CT)

CT

02/08/2019 - 03/10/2020

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Norwalk CT)

CT

09/18/2018 - 02/07/2019

MML INVESTORS SERVICES, LLC (SHELTON CT)

CT

06/26/2015 - 04/10/2018

WELLS FARGO CLEARING SERVICES, LLC (STAMFORD CT)

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Licenses & Designations

IA

Issued 07/29/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/07/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

Series 7 - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/26/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jose Eduardo Vivero.
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