Unclaimed
June Vinci is a financial advisor with over 35 years of experience in the financial services industry. June has held several positions at various firms and holds several licenses and registrations. June is currently registered as an investment advisor representative with Osaic Wealth, INC. in California, Hawaii, and Texas. June is also a Registered Representative of FINRA. Prior to joining Osaic Wealth, INC. in 2007, June worked at Crown Capital Securities, L.P., 1st Global Capital Corp., and Integrated Trading and Investments, INC. among other firms. June holds a Series 63, Series 65, and Series 7 license and is a General Securities Principal.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
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2
CA
06/14/2023 - Present
Osaic Wealth, Inc. (Santa Ana CA)
CA
06/14/2006 - 10/15/2007
CROWN CAPITAL SECURITIES, L.P. (LAGUNA NIGUEL CA)
CA
02/01/2001 - 06/29/2006
1ST GLOBAL CAPITAL CORP. (LAGUNA NIGUEL CA)
CA
02/25/2000 - 02/02/2001
INTEGRATED TRADING AND INVESTMENTS, INC. (HUNTINGTON BEACH CA)
CA
06/26/1998 - 03/02/2000
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
WI
09/25/1996 - 06/26/1998
SII INVESTMENTS, INC. (APPLETON WI)
CA
07/31/1992 - 09/19/1996
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
CA
01/23/1990 - 01/23/1991
ASB FINANCIAL SERVICES (IRVINE CA)
AZ
11/19/1989 - 02/08/1990
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
03/19/1986 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
IA
Issued 5/6/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/14/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 6/9/1988
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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