Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vivian? Claim Your ProfileVivian Wai-yan Skawinski is a financial advisor who has been in the industry since June 2016. Vivian is currently registered as an investment advisor representative with Fidelity Personal And Workplace Advisors in Naperville, IL and is also a registered representative with the firm in Texas. Prior to working with Fidelity Personal And Workplace Advisors, Vivian was employed with EDWARD JONES in Joliet, IL. Vivian is licensed to provide financial services in multiple states, and has successfully completed several securities exams, including the Uniform Combined State Law Examination, the General Securities Sales Supervisor - General Module Examination, the General Securities Sales Supervisor - Options Module Examination, the Securities Industry Essentials Examination, and the General Securities Representative Examination. Vivian's specializations include financial planning, portfolio management, and educational seminars.
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.
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
IL
01/29/2019 - Present
Fidelity Personal AND Workplace Advisors (NAPERVILLE IL)
IL
06/02/2015 - 12/23/2015
EDWARD JONES (JOLIET IL)
BOTH
Issued 12/14/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/30/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/10/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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