Xiomara Maribel Vielman
Investment adviser representative at Commonwealth Financial Network
17 yearsExperience
2 statesRegistered in
$212.7BFirm assets
34 yearsFirm in business
Are you Xiomara Maribel Vielman? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
17 years in the industry.
- Clarity Financial ManagementMar 2024 to now
- Commonwealth Financial NetworkMar 2024 to now
- Independent Financial GroupMar 2017 to Mar 2024
- Next Financial Group IncMar 2009 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Commonwealth Financial Network
Legal name: Commonwealth Equity Services, LLC
$212.7BAssets managed
360,488Clients
2,700Advisers
34 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4535646
- Firm CRD
- 8032