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VT

Vivian Tsui

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CRD#: 7417916
VT

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Vivian Tsui was a registered financial professional .

Vivian is a previously registered financial professional and started their career in finance in 2021. Vivian had worked at 1 firm and has passed the Series 63, Series 7TO and SIE 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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

November 1, 2021 - July 19, 2022

NATIONAL BANK OF CANADA FINANCIAL INC.

BD
CRD#: 22698
NEW YORK, NY

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 9/17/2021
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 10/30/2021
General Securities Representative Examination
General Industry/Product Exam

Current Firm


NB
NATIONAL BANK OF CANADA FINANCIAL INC.
NATIONAL BANC FINANCIAL INC. | PUTNAM, LOVELL, DE GUARDIOLA & THORNTON INC. | PUTNAM, LOVELL & THORNTON INC. | PUTNAM LOVELL SECURITIES INC. | PUTNAM LOVELL NBF SECURITIES INC. | PUTNAM LOVELL NBF | NATIONAL BANK OF CANADA FINANCIAL INC.

CRD#: 22698 / SEC#: , 8-39947

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


Main Address
65 East 55th Street 8th Floor, New York, NY 10022
Mailing Address
65 East 55th Street 8th Floor, New York, NY 10022
Phone number
(212) 546-7500
Established
Delaware since 06/01/1987
Firm type
Corporation
Fiscal year end
October
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
NATIONAL BANK OF CANADA FINANCIAL GROUP INC.SHAREHOLDER
BONDY, TODD RICHARDMANAGING DIRECTOR, CO-HEAD OF US FIXED INCOME SALES & TRADING2526622
DONNELLY, MICHAEL PATRICKMANAGING DIRECTOR, CO-HEAD OF US FIXED INCOME SALES & TRADING2530195
DUBUC, ETIENNECHAIRMAN OF BOARD, EQUITIES SALES SUPERVISOR6628432
GRABOVSKY, YURICHIEF FINANCIAL OFFICER, PRINCIPAL FINANCIAL OFFICER, AND FINOP4149242
HEALEY, SEAN CHRISTOPHERPRESIDENT, CEO, CTO, MANAGING DIRECTOR, GLOBAL SECURITIES FINANCE, REGISTERED OPTIONS SECURITIES FUTURES PRINCIPAL3218329
HOOD, ANDREW PETERANTI-MONEY LAUNDERING COMPLIANCE OFFICER3008883
KATCHOUNI, ALAINMANAGING DIRECTOR AND HEAD OF EQUITIES4863032
LOCAS, YVES JOSEPHMANAGING DIRECTOR, HEAD OF U.S. DEBT SYNDICATION6038023
MCENTYRE, PATRICK MICHAELMANAGING DIRECTOR, INSTITUTIONAL EQUITY ELECTRONIC TRADING AND SERVICES4420353
MCGOWAN, KATIE MARIECHIEF COMPLIANCE OFFICER5111849
MILLER, ROBERT DENNISMANAGING DIRECTOR, HEAD OF U.S. DEBT CAPITAL MARKETS2991181
PETITTO, LOUIS ROBERTCHIEF OPERATING OFFICER AND PRINCIPAL OPERATIONS OFFICER6449700

Disclosures


Regulatory Event10

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


NATIONAL BANK OF CANADA FINANCIAL INC.

CRD#: 22698

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