Unclaimed
Viviana Bigolin is a financial advisor at PFG Advisors, based in Portland, OR. Viviana has been in the financial industry for over 11 years, having also worked at Securities America, Inc., Bancwest Investment Services, Inc., and Edward Jones. Viviana holds the Series 7 and Series 66 licenses as well as the SIE. Viviana specializes in working with individuals, families, and businesses to help them achieve their financial goals. Viviana also holds the Certified Financial Planner designation. Viviana is registered to provide investment advice in Arizona, California, Oregon, and Texas.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
OR
11/02/2023 - Present
PFG Advisors (Portland OR)
AZ
02/24/2020 - 06/14/2024
SECURITIES AMERICA, INC. (PHOENIX AZ)
CA
11/20/2015 - 01/30/2020
BANCWEST INVESTMENT SERVICES, INC. (La Jolla CA)
CA
10/24/2012 - 10/29/2015
EDWARD JONES (ALTA LOMA CA)
BOTH
Issued 11/09/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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