Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vivian? Claim Your ProfileVivian Villers is a financial advisor who has been working in the industry since 1984. Vivian has a wide range of experience in the financial services industry, holding registrations in multiple states and passing several industry exams. Vivian is currently registered with SPC as an investment advisor representative. Vivian also holds certifications as a Certified Financial Planner. Vivian has been actively involved in the financial services industry for over 30 years and has experience providing a variety of services to clients, including financial planning, pension consulting, and portfolio management.
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.
Consultation 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.
A percentage of the total value of assets under management is charged.
Seminar attendance fees
1
2
IL
11/07/2024 - Present
SPC (NORTHBROOK IL)
IN
08/08/1984 - 10/08/1991
CHUBB SECURITIES CORPORATION (FORT WAYNE IN)
BC
Issued 09/09/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/26/1992
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/1992
Series 7 - General Securities Representative Examination
BC
Issued 09/15/1989
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 02/25/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 08/06/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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