Unclaimed
Vivian Cam is a registered representative with Oneamerica Securities, Inc. Vivian is licensed in Massachusetts to provide investment advice. Vivian is also licensed in Massachusetts as a Registered Representative, working with individuals and high-net-worth individuals. Vivian has 10 years of experience in the securities industry and is able to provide a variety of financial services, including financial planning and educational seminars.
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.
1
2
MA
01/24/2024 - Present
Oneamerica Securities, Inc. (NEWTON MA)
IA
Issued 12/22/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/25/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/03/2024
Series 7TO - General Securities Representative Examination
BC
Issued 12/02/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/21/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Vivian Cam is the right advisor for you? Invested Better is here to help.