Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vince? Claim Your ProfileVince Lagatta is a financial advisor who has been in the industry since 1998. Vince is currently registered with Osaic Wealth, Inc. and has previously been registered with PNC INVESTMENTS, BBVA SECURITIES INC., U.S. BANCORP INVESTMENTS, INC., BANCWEST INVESTMENT SERVICES, INC., CITICORP INVESTMENT SERVICES, LINSCO/PRIVATE LEDGER CORP., and BISYS BROKERAGE SERVICES, INC. Vince holds licenses for Series 63, 66 and 7 securities examinations. Vince is currently providing financial advising for high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, and state or municipal government entities. Vince is also a coach for Valley Christian High School.
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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AZ
06/26/2024 - Present
Osaic Wealth, Inc. (GILBERT AZ)
AZ
08/16/2021 - 07/25/2024
PNC INVESTMENTS (SCOTTSDALE AZ)
AZ
05/09/2016 - 08/16/2021
BBVA SECURITIES INC. (MESA AZ)
CA
05/01/2012 - 05/10/2016
U.S. BANCORP INVESTMENTS, INC. (LOS GATOS CA)
CA
07/18/2001 - 05/01/2012
BANCWEST INVESTMENT SERVICES, INC. (CAPITOLA CA)
NY
12/19/2000 - 07/24/2001
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
SC
05/01/2000 - 12/19/2000
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MN
10/15/1998 - 05/02/2000
BISYS BROKERAGE SERVICES, INC. (ST. CLOUD MN)
BOTH
Issued 04/29/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/12/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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