Unclaimed
Justin Charles Viviano is a financial advisor at Vanguard Advisers, Inc., located in Charlotte, North Carolina. Justin has been in the financial services industry since 2014 and has a strong track record of providing clients with personalized financial advice and portfolio management services. Justin holds Series 7, 63, and 66 licenses, and has experience working with individual investors, high-net-worth individuals, and institutional clients.
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.
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.
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
NC
06/03/2022 - Present
Vanguard Advisers, Inc. (CHARLOTTE NC)
FL
10/09/2019 - 06/15/2021
TRUIST INVESTMENT SERVICES, INC. (PONTE VEDRA BEACH FL)
DC
11/29/2018 - 09/25/2019
UBS FINANCIAL SERVICES INC. (WASHINGTON DC)
MD
03/05/2018 - 11/23/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BETHESDA MD)
OH
07/14/2017 - 02/28/2018
J.P. MORGAN SECURITIES LLC (WESTERVILLE OH)
FL
12/21/2016 - 07/03/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
FL
05/12/2016 - 12/06/2016
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
NC
02/25/2016 - 04/29/2016
WELLS FARGO ADVISORS, LLC (CHARLOTTE NC)
FL
06/16/2014 - 02/09/2016
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
BOTH
Issued 01/13/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/23/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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