Vivienne Schleu- Financial Advisor Coconut Creek, FL

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About Vivienne Schleu

We believe that wealth should be empowering, and we take great pride in our ability to understand our clients at the deepest level and craft customized concepts for consideration. Our multidisciplinary background lends a valuable perspective to the interconnectivity of the world of taxation, advanced planning, and investments, supporting our clients in working toward their personal goals and financially planning for their biggest dreams.

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General Information

Firm Start Year

1924

Compliance

Qualifications & Membership

Firm Information

Compensation and Fees

Education

BS Accounting - Accounting

Florida Atlantic University, University of Florida
01/09/1978 -12/15/1884

Disclosures

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LPL ADV 2A

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/wiseradvisor/wiseradvisor-lpl-detailed-disclosures.pdf

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC. (hyperlink FINRA & SIPC) The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Securities offered through LPL Financial, Member FINRA & SIPC. Advisory Services offered through National Wealth Management Group, LLC, A Registered Investment Advisor. Alpina Financial Consultants, LLC and National Wealth Management Group, LLC are separate entities from LPL Financial LLC

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Vivienne Schleu

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