AdFi
Vivien Balcker

Vivien Balcker

Ft. Lauderdale, FL
Verified Identity

Ameriprise Financial

Years of Experience

24 years

Member Since

2022

Allow Me to Introduce Myself

What you can expect when you work with me: My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected. When you work with me, you receive: - 1:1 financial...

Clientele

Tech Employees
Businesswomen
Women in Tech
Corporate Executives
Retirees

Services Provided

Specialties and Expertise

Credentials and Designations

Pricing Models

Education

Eckerd College (St. Petersburg)

Bachelor of Arts International Business Major Economics Minor Human Resources Concentration

Obtained in 2003

Disclosures and Proof of License

SEC Profile
FINRA BrokerCheck

Advisor Disclosure

The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations. Ameriprise Financial cannot guarantee future financial results. Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation. Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.

AdvisorFinder Disclosure

AdvisorFinder ("AF") receives cash compensation from financial advisors in exchange for contact inquiries. AF is not an advisory client of any of the advisors it refers you to. AF has a conflict of interest because it has a financial incentive to refer you first to its paying customers (please click here for details). AF search results are conferred based on standardized and automated factors.