Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vivien? Claim Your ProfileVivien Johnson is a financial advisor with Pathstone, a firm that provides financial advisory services. Vivien has been working in the industry for several years, previously working at Morgan Stanley. Vivien is a Certified Financial Planner and a Chartered Financial Analyst, and has expertise in financial planning, investment management, and retirement planning. Vivien works with individuals, families, and institutions to help them achieve their financial goals. Vivien is registered to provide investment advisory services in 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.
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.
Strategic management for diversified investment portfolios.
Family office services - expense management, bill pay, insurance advisory, concierge service, philanthropic advisory
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NJ
06/15/2022 - Present
Pathstone (ENGLEWOOD NJ)
FL
11/08/2016 - 06/20/2019
MORGAN STANLEY (WINTER PARK FL)
ME
01/14/2011 - 02/07/2014
RICHARD BROTHERS FINANCIAL ADVISORS (SOUTH PORTLAND ME)
BOTH
Issued 12/21/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2016
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Vivien Johnson is the right advisor for you? Invested Better is here to help.
