Viktor Vasilev

IN NEED SOLUTIONS LLC

Waltham, MA

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CRD#: 6454820

Professional summary

Viktor Vasilev is a registered financial advisor currently at IN NEED SOLUTIONS LLC located in Waltham, Massachusetts.

Viktor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Viktor has worked at 2 firms and has passed the SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Viktor Vasilev's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 28, 2017 - Present

IN NEED SOLUTIONS LLC

RIA

CRD#: 289263

Waltham, MA

Past

July 27, 2015 - August 18, 2015

NYLIFE SECURITIES LLC

CRD#: 5167

WALTHAM, MA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Massachusetts
(8/28/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

General Industry/Product Exam

SIE

Date: 8/18/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 7/25/2015

Investment Company Products/Variable Contracts Representative Examination

Current Firm

IN NEED SOLUTIONS LLC

CRD#: 289263 / SEC#:

Massachusetts

Registered Investment Advisory firm - (8/28/2017 Approved)

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Contact information

Main Address

Winchester, MA

Mailing Address

Phone number

(617) 515-6163

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Viktor Vasilev

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Viktor Vasilev's CRS (Customer Relationship Summary).

Certified licenses

Experience

IN NEED SOLUTIONS LLC

NYLIFE SECURITIES LLC

State Registrations and Notice Filings

Exams

SIE

Date: 8/18/2015

Series 6

Date: 7/25/2015

Current Firm

IN NEED SOLUTIONS LLC

Contact information

Documents

Red Flags

Company Information

IN NEED SOLUTIONS LLC

TRUST BUT VERIFY

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