Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vivek? Claim Your ProfileVivek Vishal is an Investment Advisor Representative at Creative Planning. Vivek holds the Series 63, Series 65, Series 7, and SIE licenses. Vivek has been in the financial services industry since 2011 and has worked for various firms such as Chernoff Diamond, M Holdings Securities, Inc., Cherry Bekaert - Chernoff Diamond, LLC DBA Cherry Bekaert Benefits, Sentinel Benefits & Financial Group. Vivek's current registrations include New York. Vivek specializes in a range of investment strategies, including portfolio management for individuals, businesses, and pooled investment vehicles. Creative Planning provides financial planning, pension consulting, and educational seminars. The firm manages assets for individuals, families, businesses, and charitable organizations.
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.
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.
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2
KS
12/14/2022 - Present
Creative Planning (OVERLAND PARK KS)
NY
09/05/2020 - 12/09/2022
SENTINEL SECURITIES, INC. (Melville NY)
BC
Issued 06/30/2020
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/13/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/05/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/23/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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