Unclaimed
Gregory Vacca is a financial advisor with Money Concepts Capital Corp. based in Palm Beach Gardens, FL. Gregory is a Certified Financial Planner™ professional and has over 25 years of experience in the financial services industry. Gregory is registered to offer investment advisory services in Arizona and California. Gregory's previous employment includes experience with CUSO Financial Services, L.P., Sorrento Pacific Financial, LLC, The Leaders Group, Inc., and Fintegra, LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fee
1
2
FL
04/09/2020 - Present
Money Concepts Capital Corp. (PALM BEACH GARDENS FL)
CA
07/26/2018 - 10/23/2019
CUSO FINANCIAL SERVICES, L.P. (SAN DIEGO CA)
CA
05/31/2016 - 10/23/2019
SORRENTO PACIFIC FINANCIAL, LLC (FAIRFIELD CA)
CO
10/08/2015 - 05/26/2016
THE LEADERS GROUP, INC. (LITTLETON CO)
CO
04/25/2013 - 11/29/2013
FINTEGRA, LLC (GREENWOOD VILLAGE CO)
CA
12/04/2009 - 05/19/2011
U.S. BANCORP INVESTMENTS, INC. (NEWPORT BEACH CA)
PA
04/30/2008 - 12/04/2008
FORTUNE FINANCIAL SERVICES, INC. (MONACA PA)
CA
11/08/2005 - 05/02/2006
UVEST FINANCIAL SERVICES GROUP, INC. (NEWPORT COAST CA)
AZ
01/25/2001 - 12/31/2003
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
CA
07/08/1994 - 01/26/2001
CAL FED INVESTMENTS (SACRAMENTO CA)
CA
06/28/2000 - 11/07/2000
CALIFORNIA FINANCIAL NETWORK, INC. (BAKERSFIELD CA)
CA
04/20/1994 - 06/29/1994
GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)
NY
08/05/1993 - 04/06/1994
USLIFE EQUITY SALES CORP. (NEW YORK NY)
NY
08/01/1991 - 09/04/1991
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NA
07/01/1991 - 08/01/1991
PAMCO SECURITIES AND INSURANCE SERVICES
CA
02/16/1989 - 07/03/1989
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
ND
08/24/1987 - 03/13/1989
STATE BOND SALES CORPORATION (MINOT ND)
NA
03/04/1987 - 09/04/1987
USLIFE EQUITY SALES CORP.
BC
Issued 05/20/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/03/2010
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/10/1995
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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