Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vicente? Claim Your ProfileVicente Hinojosa is a financial advisor with over 10 years of experience in the industry. Vicente is currently registered with Osaic Wealth, Inc. He is licensed in California and Texas. Vicente holds the Series 63, 66, 7, and SIE licenses. He specializes in financial planning, portfolio management, and pension consulting. Vicente also provides educational seminars and advisory services for individuals, businesses, and institutions. Vicente is committed to providing his clients with personalized financial advice and strategies to help them achieve their financial goals.
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
09/01/2023 - Present
Osaic Wealth, Inc. (VISTA CA)
CA
11/18/2019 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (VISTA CA)
CA
09/01/2017 - 11/08/2019
EDWARD JONES (VISTA CA)
CA
09/20/2013 - 09/06/2017
COMERICA SECURITIES (ESCONDIDO CA)
CA
05/30/2012 - 04/09/2013
FIRST COMMAND FINANCIAL PLANNING, INC. (OCEANSIDE CA)
CA
09/14/2011 - 01/13/2012
WELLS FARGO ADVISORS, LLC (SAN DIEGO CA)
BOTH
Issued 10/30/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/08/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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