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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lan-vi? Claim Your ProfileLan-Vi Dao is a financial advisor registered with Fidelity Personal and Workplace Advisors, based in Boston, MA. Lan-Vi has been in the financial services industry since 2011, with prior experience at ScotTrade and Fidelity Brokerage Services. Lan-Vi is licensed to provide investment advice in several states, including Arizona, Arkansas, California, Connecticut, Florida, Georgia, Maine, Massachusetts, Michigan, Minnesota, Montana, New Hampshire, New Jersey, New York, Oregon, South Carolina, Texas, Vermont, Virginia, Washington, and Wisconsin. In addition to being a registered representative, Lan-Vi is also a registered investment advisor in New Hampshire and Texas. Lan-Vi specializes in providing financial planning, portfolio management, and educational seminars for individuals and businesses. Lan-Vi is also a landlord, managing a duplex property in Manchester, NH.
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.
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.
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
MA
05/15/2020 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
WA
11/25/2015 - 12/19/2016
SCOTTRADE, INC. (LYNNWOOD WA)
NH
07/04/2011 - 11/10/2015
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
NH
01/21/2010 - 05/24/2010
TD WEALTH MANAGEMENT SERVICES INC. (KINGSTON NH)
BOTH
Issued 01/17/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/12/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/19/2013
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2011
Series 7 - General Securities Representative Examination
BC
Issued 01/20/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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