Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vincent? Claim Your ProfileVincent Albert Vantassel is a financial advisor registered with United Advisors America in Prosper, TX. Vincent has been a financial advisor for more than 20 years, and holds Series 7, 63, and 65 licenses. Vincent's current firm offers a variety of services, including financial planning, portfolio management for individuals, and pension consulting. Vincent has specialized in helping individuals and families reach 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.
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.
A percentage of the total value of assets under management is charged.
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TX
01/01/2025 - Present
United Advisors America (PROSPER TX)
CA
02/24/2006 - 03/08/2007
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
IN
08/30/2004 - 11/30/2004
CFD INVESTMENTS, INC. (KOKOMO IN)
MN
01/14/2002 - 07/15/2002
USALLIANZ INVESTOR SERVICES, LLC (MINNEAPOLIS MN)
IL
11/26/2001 - 12/19/2001
ABN AMRO FINANCIAL SERVICES, INC. (CHICAGO IL)
NY
01/26/2001 - 09/26/2001
QUICK & REILLY, INC. (NEW YORK NY)
RI
03/05/1997 - 09/22/2000
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
MI
04/19/1995 - 10/14/1996
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 11/18/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/28/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/18/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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