Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vivian? Claim Your ProfileVivian Salome Aguero is a registered representative at M Holdings Securities, Inc. Vivian is a securities professional with a focus on investment company products and variable contracts. Vivian has experience in the financial industry and is committed to providing personalized financial guidance. Vivian is currently registered with FINRA as a Registered Representative in the state of Florida.
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
11/13/2023 - Present
M Holdings Securities, Inc. (CORAL GABLES FL)
BC
Issued 11/11/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/24/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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