VADIS Values Refinement
Zoom Meetings
In this meeting, we will review the results of your Values Questionnaire and make adjustments tailored to you. Please complete the VADIS Values Questionnaire prior to scheduling this meeting. If you need a link to the questionnaire, please email us at: [email protected]
1 hour
VADIS Values Refinement
In this meeting, we will review the results of your Values Questionnaire and make adjustments tailored to you. Please complete the VADIS Values Questionnaire prior to scheduling this meeting. If you need a link to the questionnaire, please email us at: [email protected]
1 hour
Zoom Meetings
Common Interests, LLC is not a registered broker-dealer nor a registered investment advisor.
Common Interests, LLC and Vanderbilt Financial Group are separate and unaffiliated entities
Vanderbilt Financial Group is the marketing name for Vanderbilt Securities, LLC and its affiliates.
Securities offered through Vanderbilt Securities, LLC. Member FINRA, SIPC. Registered with MSRB.
Clearing agent: Fidelity Clearing & Custody Solutions
Advisory Services offered through Vanderbilt Advisory Services
Clearing agent: Fidelity Clearing & Custody Solutions
Insurance Services offered through Vanderbilt Insurance and other agencies S
Supervising Office: 125 Froehlich Farm Blvd, Woodbury, NY 11797 • 631-845-5100
For additional information on services, disclosures, fees, and conflicts of interest, please visit www.vanderbiltfg.com/disclosures
Common Interests, LLC and Vanderbilt Financial Group are separate and unaffiliated entities
Vanderbilt Financial Group is the marketing name for Vanderbilt Securities, LLC and its affiliates.
Securities offered through Vanderbilt Securities, LLC. Member FINRA, SIPC. Registered with MSRB.
Clearing agent: Fidelity Clearing & Custody Solutions
Advisory Services offered through Vanderbilt Advisory Services
Clearing agent: Fidelity Clearing & Custody Solutions
Insurance Services offered through Vanderbilt Insurance and other agencies S
Supervising Office: 125 Froehlich Farm Blvd, Woodbury, NY 11797 • 631-845-5100
For additional information on services, disclosures, fees, and conflicts of interest, please visit www.vanderbiltfg.com/disclosures