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50,030 Results
Unclaimed

Goldman Sachs & Co. LLC

location

PHILADELPHIA, PA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Vivian Spies is a registered representative with Goldman Sachs & Co. LLC, licensed to provide securities services in all 50 states and the District of Columbia. Vivian has been in the industry since 2016. Her areas of specialization include investment management for individuals and businesses, as well as financial planning. She is committed to providing her clients with comprehensive financial advice and guidance. Vivian holds the Series 3, 7, and 63 licenses.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Insigneo Advisory Services, LLC

location

MIAMI, FL

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Vivian Caridad Pino is a registered representative with Insigneo Advisory Services, LLC in Miami, Florida. Vivian has been in the financial services industry since 1996. Prior to joining Insigneo, Vivian was a registered representative with Wells Fargo Clearing Services, LLC for 13 years. Vivian's experience includes working with high net worth individuals, corporations, and other businesses. Vivian is a member of FINRA and holds the Series 7, Series 63, and Series 66 licenses. Vivian also has experience working with pooled investment vehicles.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSOLIDATION OF FINANCIAL REPORTS AND CONSULTING SERVICES
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Brighton Jones LLC

location

SEATTLE, WA

0 Disclosures

ADVISOR BIO

Vivian Tang is an Investment Advisor Representative at Brighton Jones LLC. Vivian has been a registered Investment Advisor Representative since November 16, 2022. Vivian obtained her Series 65 license in October 2022. Prior to joining Brighton Jones, Vivian worked at Northwest Plan Services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Goldman Sachs & Co. LLC

location

NEW YORK, NY

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Vivian Liu is a registered representative with Goldman Sachs & Co. LLC. Vivian has been in the financial services industry for over 1 year. She is licensed in all 50 states and the District of Columbia, Puerto Rico, and the Virgin Islands. Vivian specializes in a wide range of investment products and services, including stocks, bonds, mutual funds, and exchange-traded funds. She holds Series 7, 57, and 63 licenses, as well as the Securities Industry Essentials (SIE) exam. Vivian is committed to providing her clients with personalized investment advice and guidance to help them achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

HUNT VALLEY, MD

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Vivian Wilhelm is a financial advisor with Stifel, Nicolaus & Company, Inc., a firm with over $149 billion in assets under management. Vivian has been working in the financial services industry since December 1998 and has a diverse set of licenses and registrations allowing her to serve a wide range of clients. Vivian’s expertise includes financial planning, portfolio management for individuals and businesses, and pension consulting.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

RBC Capital Markets, LLC

location

NEW YORK, NY

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Vivian Frederick is an investment advisor representative at RBC Capital Markets, LLC. Vivian has been in the industry since 2019, having previously worked for Goldman Sachs & Co. LLC in New York. Vivian has passed the Series 63, 66 and 7TO exams. Vivian is registered as a broker-dealer and investment advisor representative in New York. Vivian also owns Verlaine Fox, an online retail sales business.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Blackrock Investment Management, LLC

location

PRINCETON, NJ

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Viviane Shizue Nakasse de Freitas is a registered representative with BlackRock Investment Management, LLC. Viviane has been in the industry for 5 years. Viviane holds the Series 66, Series 7 and SIE exams. Viviane is registered in 53 states and the District of Columbia. Viviane specializes in portfolio management for businesses, individuals, investment companies, and pooled investment vehicles. Previously, Viviane was registered with BlackRock Investments, LLC.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Pathstone | CFP ®,CFA ® (Certifications)

location

ENGLEWOOD, NJ

0 Disclosures

ADVISOR BIO

Vivien 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.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
FAMILY OFFICE SERVICES - EXPENSE MANAGEMENT, BILL PAY, INSURANCE ADVISORY, CONCIERGE SERVICE, PHILANTHROPIC ADVISORY
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Oppenheimer & Co. Inc.

location

NEW YORK, NY

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Vjosa Mekuli is a financial advisor who has been in the industry since 2018. Vjosa is registered to provide investment advisory services in New York and New Jersey. Vjosa has passed the Securities Industry Essentials Examination (SIE), General Securities Representative Examination (Series 7), and the Uniform Combined State Law Examination (Series 66). Vjosa is a registered representative with Oppenheimer & Co. Inc. and can provide financial planning, portfolio management for businesses and individuals, selection of other advisors, and pension consulting services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Glenmede Investment Management, LP | CFA ® (Certifications)

location

PHILADELPHIA, PA

0 Disclosures

ADVISOR BIO

Vladimir De vassal is a registered investment advisor representative with Glenmede Investment Management, LP. Vladimir De vassal is registered with the state of Pennsylvania. Vladimir De vassal has been in the industry since January 2007. Glenmede Investment Management, LP is a registered investment adviser headquartered in Philadelphia, Pennsylvania. The firm provides a range of investment advisory services, including portfolio management for individuals, businesses, and investment companies.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
PROVIDE MODEL PORTFOLIO FOR OVERLAY ACCOUNTS
Portfolio Management for Pooled Investment Vehicles

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