Unclaimed
Viviana Vilacha is an active investment advisor representative with Natixis Advisors, LLC. Viviana has been in the industry for over 10 years. Prior to joining Natixis Advisors, LLC, Viviana worked at Securian Financial Services, Inc. Viviana is registered with FINRA and the state of Massachusetts. Viviana has Series 7TO, SIE, and Series 66 securities licenses. Viviana is also an adjunct professor at Johnson & Wales University.
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.
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.
Overlay portfolio management and model research provider.
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.
A percentage of wrap sponsor fees.
1
2
MA
11/09/2020 - Present
Natixis Advisors, LLC (BOSTON MA)
RI
01/29/2020 - 08/14/2020
SECURIAN FINANCIAL SERVICES, INC. (WARWICK RI)
BOTH
Issued 07/14/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/29/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/03/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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