Eatan Vijan is a registered investment advisor, based in Burlingame, CA, with 19 years of industry experience.
Location
Burlingame, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Eatan is an insurance agent selling insurance products through Avantax Insurance Agency/Services, dedicating about 10-20% of his time. He is also the Founder/President of Naimava Capital Management Group, where he spends full-time providing investment management and financial advisory services, and sells Equity Index Annuities, dedicating about a quarter of his time.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Pfg Advisors
Securities America, INC.Broker
TD Ameritrade, INC.Broker
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.
Unionbanc Investment Services, LLCBroker
Unionbanc Investment Services, LLC
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Citigroup Global Markets INC.Broker
Citicorp Investment ServicesBroker
State Registrations3 states
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