Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vivian? Claim Your ProfileVivian Sandra Afriyie is a registered representative with Morgan Stanley. Vivian has been in the financial industry since May 2010. Vivian holds FINRA Series 6, 7, 31, 63 and 65 licenses, as well as the SIE. Vivian has been registered with Morgan Stanley since June 2012 and also has been registered with Sagepoint Financial, Inc. since May 2010. Vivian's office is located at 10960 Wilshire Boulevard, Suite 2000 in Los Angeles, CA.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
02/07/2014 - Present
Wealthpenn.comllc (Los Angeles CA)
CA
05/03/2010 - 06/22/2012
SAGEPOINT FINANCIAL, INC. (SANTA MONICA CA)
IA
Issued 3/2/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 4/12/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/2/2012
Series 31 - Futures Managed Funds Examination
BC
Issued 2/2/2012
Series 7 - General Securities Representative Examination
BC
Issued 5/1/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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