Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vance? Claim Your ProfileVance Morra is a financial advisor with Commonwealth Financial Network. Vance has been in the financial industry since 2000 and is licensed to provide financial advice in California. Vance has a wide range of experience in the financial industry, having worked with CADARET, GRANT & CO., INC., SORRENTO PACIFIC FINANCIAL, LLC, CUSO FINANCIAL SERVICES, L.P., LPL FINANCIAL LLC and First Allied Securities, Inc. Vance specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CA
06/20/2023 - Present
Commonwealth Financial Network (SAN DIEGO CA)
NY
05/02/2022 - 06/12/2023
CADARET, GRANT & CO., INC. (SYRACUSE NY)
CA
03/02/2021 - 06/12/2023
SORRENTO PACIFIC FINANCIAL, LLC (SAN DIEGO CA)
CA
03/01/2021 - 06/12/2023
CUSO FINANCIAL SERVICES, L.P. (SAN DIEGO CA)
CA
08/21/2020 - 03/03/2021
LPL FINANCIAL LLC (CORONADO CA)
CA
06/17/2019 - 08/07/2020
CUSO FINANCIAL SERVICES, L.P. (SAN DIEGO CA)
CA
01/12/2007 - 01/16/2019
LPL FINANCIAL LLC (SAN DIEGO CA)
CA
05/04/2006 - 01/10/2007
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
CA
04/25/2005 - 04/19/2006
LINSCO/PRIVATE LEDGER CORP. (SAN DIEGO CA)
NE
01/02/2000 - 02/22/2005
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
BC
Issued 02/24/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/01/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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