Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vivian? Claim Your ProfileVivian Campbell is a financial advisor at Robert W. Baird & Co. Inc. Vivian has over 20 years of experience in the financial services industry. Vivian is registered with FINRA and the state of Michigan and has a Series 7, Series 63 and Series 66 license. Previously Vivian was a financial advisor at Fidelity Brokerage Services LLC, Charles Schwab & Co., Inc., LPL Financial LLC, Advance Capital Services, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated and UBS Financial Services Inc. Vivian's areas of expertise include financial planning, pension consulting, and portfolio management for individuals, businesses and investment companies.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
MI
10/02/2023 - Present
Robert W. Baird & Co. Inc. (Birmingham MI)
TX
10/26/2021 - 08/16/2023
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
MI
05/19/2020 - 08/03/2021
CHARLES SCHWAB & CO., INC. (Novi MI)
MI
04/03/2019 - 05/08/2020
LPL FINANCIAL LLC (FARMINGTON HILLS MI)
MI
03/13/2015 - 05/01/2017
ADVANCE CAPITAL SERVICES, INC. (SOUTHFIELD MI)
MI
10/22/2013 - 02/25/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BLOOMFIELD HILLS MI)
MI
04/06/2010 - 10/21/2013
AMERIPRISE FINANCIAL SERVICES, INC. (SHELBY TOWNSHIP MI)
MI
11/26/2001 - 05/13/2009
UBS FINANCIAL SERVICES INC. (TROY MI)
BOTH
Issued 09/11/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/22/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/01/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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