Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vivian? Claim Your ProfileVivian Dehoff is a financial advisor associated with Raymond James Financial Services Advisors, Inc. Vivian has 28 years of experience in the financial services industry. Vivian works out of the York, PA branch office. Vivian is registered in 11 states and has a Series 6, Series 7, and Series 63 licenses as well as the SIE Exam.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
PA
01/25/2017 - Present
Raymond James Financial Services Advisors, Inc. (YORK PA)
IA
03/13/2000 - 04/12/2000
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
MN
03/22/1999 - 10/22/1999
BISYS BROKERAGE SERVICES, INC. (ST. CLOUD MN)
NY
09/08/1998 - 03/16/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NC
05/01/1998 - 09/11/1998
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NY
04/01/1996 - 05/01/1998
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
IN
05/08/1995 - 04/02/1996
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
05/08/1995 - 04/02/1996
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NY
02/21/1995 - 05/05/1995
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 11/16/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/21/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/1997
Series 7 - General Securities Representative Examination
BC
Issued 02/17/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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