Unclaimed
Vilayphone Fixsen is a financial professional with over 19 years of experience in the industry. Vilayphone is currently registered with Madison Avenue Securities, LLC and is a Chief Operating Officer for the firm. Vilayphone is also licensed in California as an investment advisor representative. Previously, Vilayphone worked at Dunham and Associates Investment Counsel, Inc. and Fidelity Brokerage Services LLC. Vilayphone has obtained the following licenses and certifications: Series 7, Series 63, Series 66, Series 24, Series 53, SIE, and Series 99TO.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
03/25/2009 - Present
Madison Avenue Securities, LLC (SAN DIEGO CA)
CA
10/18/2006 - 09/24/2008
DUNHAM AND ASSOCIATES INVESTMENT COUNSEL, INC. (SAN DIEGO CA)
CA
06/14/2004 - 10/19/2006
FIDELITY BROKERAGE SERVICES LLC (SAN DIEGO CA)
NV
11/10/2003 - 02/18/2004
VESTIN CAPITAL, INC. (LAS VEGAS NV)
BOTH
Issued 08/28/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/21/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/20/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/04/2008
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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