Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vivian? Claim Your ProfileVivian Monahan is a registered investment advisor representative at LPL Financial LLC. Vivian is licensed in California and has been working in the industry since February 2021. Vivian's experience includes roles at FSC Securities Corporation and The Advisory Group. Vivian has a strong background in financial planning, portfolio management, and consulting. Vivian specializes in providing investment advice to individuals, businesses, and institutions. Vivian is also a licensed notary.
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.
Consulting and other non-discretionary advisory services
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.
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2
CA
10/04/2022 - Present
LPL Financial LLC (DIAMOND BAR CA)
CA
02/17/2021 - 10/10/2022
FSC SECURITIES CORPORATION (DIAMOND BAR CA)
BOTH
Issued 02/28/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/17/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/20/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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