Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vivian? Claim Your ProfileVivian Altman is a financial advisor with Janney Montgomery Scott LLC, a firm with over $85 billion in assets under management. Vivian has been in the industry for over 20 years and specializes in a variety of financial services including portfolio management for individuals and businesses, pension consulting, and financial planning. Vivian has experience working with clients of various types, including high net worth individuals, corporations, and charitable organizations. Vivian holds several industry licenses and designations.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
NJ
10/02/2009 - Present
Janney Montgomery Scott LLC (BEDMINSTER NJ)
NY
12/06/2005 - 10/02/2007
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NA
07/02/1992 - 07/22/1996
ALTMAN & CO.
NA
10/26/1988 - 09/30/1991
MARINE MIDLAND CAPITAL MARKETS CORP.
CA
04/26/1990 - 05/07/1991
GRIGSBY BRANDFORD POWELL INC. (SAN FRANCISCO CA)
BC
Issued 03/01/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/31/2019
Series 54 - Municipal Advisor Principal Qualification Examination
BC
Issued 10/09/2017
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/06/1992
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2017
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 12/05/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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