I am a Financial Consultant & Broker My Work

Hi, I am

Vivian R Campbell

I am a Financial Consultant and Licensed Stock Broker with about 21 years experience in 10 different firms.

What I do
Services

What I do

As a Financial Consultant/Stock Broker, I'm paid for providing advice about securities to clients. In addition, I give extra advice on investments, manage investment portfolios and offer financial planning services.

Working with

Experience

I have worked with about 10 firms for over 21 years and have accrued 2 state licenses and one FINRA Registration. I'm currently working with ROBERT W. BAIRD & CO. INCORPORATED CRD#: 8158.

2001 - 2009

UBS FINANCIAL SERVICES INC. (CRD# 8174)

Stock Broker / Investment Adviser

2021 - 2023

FIDELITY BROKEREAGE SERVICES LLC. (CRD#:7784)

Stock Broker / Investment Adviser

Examinations

Additional information including my professional designations is available in the Detailed Report.

Detailed Report

Series 63 - Uniform Securities Agent State Law ExaminationJuly 22, 2002

State Securities Law Exam

SIE - Securities Industry Essentials ExaminationMay 1, 2017

General Industry/Products Exam

Series 7 - General Securities Representative ExaminationNov 23, 2001

General Industry/Products Exam

Testimonials

In their own words.

Get in touch with me today

Ready to get started? Let's create something extraordinary!

You know where to find us

Contact.

Get in touch

info@vivianrcampbell.net