Eatan Vijan (CRD# 5158650) is an Investment Advisor Representative working at Avantax Advisory Services in San Jose, CA and has over 17 years of experience in the finance industry.
CRD# 2531770
Ubs Financial Services Inc.
CRD# 4586809
Cetera Investment Advisers LLC
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Citigroup Global Markets Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Investment Services Inc. | San Jose, CA | Nov 2022 - Current | 1 |
| Avantax Advisory Services | San Jose, CA | Nov 2022 - Current | 1 |
| Avantax Insurance Agency And/or Avantax Insurance Services. | San Jose, CA | Nov 2022 - Current | 1 |
| Avantax Insurance Agency, LLC | San Jose, CA | Nov 2022 - Dec 2022 | < 1 |
| Securities America, Inc. | Santa Clara, CA | Oct 2018 - Nov 2022 | 4 |
| Pfg Advisors | Santa Clara, CA | Oct 2018 - Nov 2022 | 4 |
| Keypoint Credit Union | Santa Clara, CA | Oct 2018 - Nov 2022 | 4 |
| Unemployed | Burlingame, CA | May 2018 - Oct 2018 | < 1 |
| Td Ameritrade Investment Management, LLC | San Mateo, CA | Mar 2015 - May 2018 | 3 |
| Tdameritrade, Inc. | San Mateo, CA | Mar 2015 - May 2018 | 3 |
| Unionbanc Investment Services, LLC | Menlo Park, CA | Nov 2014 - Feb 2015 | < 1 |
| Mufg Union Bank | Menlo Park, CA | Sep 2014 - Feb 2015 | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Palo Alto, CA | Oct 2009 - Sep 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2006 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2009 |
- CA
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Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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