Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vivian? Claim Your ProfileVivian Jannette Medina is a financial advisor with over 18 years of experience in the financial services industry. Currently registered with Osaic Wealth, Inc., Vivian holds Series 7, 10, 24, and 63 licenses and has a strong background in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management services for businesses and individuals. Previously, Vivian was employed with FSC Securities Corporation and Salomon Smith Barney Inc., gaining valuable experience in various aspects of the industry.
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
FL
11/03/2023 - Present
Osaic Wealth, Inc. (PALM HARBOR FL)
FL
06/04/2007 - 11/03/2023
FSC SECURITIES CORPORATION (PALM HARBOR FL)
NY
07/11/2000 - 02/07/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
BC
Issued 07/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/18/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/29/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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