Unclaimed
Vivian Dimson is an investment advisor representative registered with Transamerica Financial Advisors, Inc. in Riverside, CA. Vivian has been in the industry since 2005, holding previous positions at MetLife Securities Inc. and Metropolitan Life Insurance Company. Vivian is a licensed Series 6 and Series 63 representative and has experience with investment company products, variable contracts, and financial planning.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
1
2
CA
08/03/2012 - Present
Transamerica Financial Advisors, Inc. (RIVERSIDE CA)
CA
06/29/2005 - 01/27/2009
METLIFE SECURITIES INC. (ORANGE CA)
CA
06/29/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (CITY OF INDUSTRY CA)
VT
05/09/2005 - 06/08/2005
EQUITY SERVICES, INC. (MONTPELIER VT)
FL
07/26/2004 - 02/24/2005
INTERSECURITIES, INC. (ST. PETERSBURG FL)
GA
01/22/2002 - 07/27/2004
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 08/16/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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