Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vivienne? Claim Your ProfileVivienne Schleu is a financial advisor with over 25 years of experience in the financial services industry. Vivienne is currently registered as an investment advisor representative with National Wealth Management Group, LLC. Vivienne is also a registered representative with FINRA and has passed the Series 6, 7, 26, 63, and 65 examinations. In addition to her investment advisory services, Vivienne also provides tax preparation, accounting, and business advice.
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.
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.
Hourly consulting
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
FL
01/06/2022 - Present
National Wealth Management Group, LLC (Coconut Creek FL)
FL
04/02/2002 - 05/28/2008
WORLD GROUP SECURITIES, INC. (BOCA RATON FL)
GA
12/14/1995 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
CO
11/03/1995 - 12/08/1995
UNITED SECURITIES ALLIANCE, INC. (GREENWOOD VILLAGE CO)
IA
Issued 10/03/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/02/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/08/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2010
Series 7 - General Securities Representative Examination
BC
Issued 11/02/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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