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VT

Vivek Tandon

SEQUENCE FINANCIAL SPECIALISTS LLC
Tampa, FL
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CRD#: 6511934
VT

Professional summary


Vivek Tandon is a registered financial professional currently at SEQUENCE FINANCIAL SPECIALISTS LLC located in Tampa, Florida.

Vivek is registered as a RR (Registered Representative) and started their career in finance in 2015. Vivek has worked at 2 firms and has passed the Series 63, SIE and Series 82 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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) - BD


Click below to view Vivek Tandon's CRS (Customer Relationship Summary).
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

July 2, 2020 - Present

SEQUENCE FINANCIAL SPECIALISTS LLC

BD
CRD#: 132915
Tampa, FL
Past

June 30, 2015 - July 20, 2020

HB SECURITIES, LLC

BD
CRD#: 140356
Beverly Hills, CA

State Registrations and Notice Filings


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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arizona
(7/7/2023)
RR
California
(7/2/2020)
RR
Connecticut
(6/18/2025)
RR
Delaware
(11/4/2024)
RR
District of Columbia
(4/6/2022)
RR
Georgia
(4/2/2025)
RR
Illinois
(6/29/2023)
RR
Indiana
(4/11/2024)
RR
Maine
(3/12/2025)
RR
Massachusetts
(5/23/2023)
RR
Michigan
(8/24/2022)
RR
Minnesota
(8/22/2025)
RR
New Jersey
(4/6/2022)
RR
New York
(4/6/2022)
RR
North Carolina
(6/30/2023)
RR
Ohio
(5/1/2023)
RR
Pennsylvania
(8/1/2022)
RR
Rhode Island
(12/2/2024)
RR
Tennessee
(2/27/2025)
RR
Texas
(11/5/2021)
RR
Virginia
(12/11/2024)
RR
Washington
(6/30/2023)

Exams


State Security Law Exam
RR
Series 63
Date: 6/30/2015
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


SF
SEQUENCE FINANCIAL SPECIALISTS LLC
INVESTAMERICA | WRSEQUENCE, LLC | SEQUENCE INVESTMENT PARTNERS, LLC | SEQUENCE INVESTMENT PARTNERS, INC. | SEQUENCE FINANCIAL SPECIALISTS LLC

CRD#: 132915 / SEC#: , 8-66657

BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)
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Contact information


Main Address
181 E. Evans Street Ste C1, Florence, SC 29506
Mailing Address
181 E. Evans Street Ste C1, Btc-001, Florence, SC 29506
Phone number
(843) 319-9100
Established
South Carolina since 04/15/2005
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
SEQUENCE HOLDINGS LLCOWNER
ANDRES, SARA JANEMANAGING PRINCIPAL2985300
GRAHAM, ANDREA JONESCOO6090670
LAVENDER, STACEY LYNNCCO4365033
SCHAPS, MICHAEL ROBERTFINOP1892138

Disclosures


Regulatory Event1

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.

Company Information


SEQUENCE FINANCIAL SPECIALISTS LLC

CRD#: 132915Tampa, FL

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