Unclaimed
Vincent Crescenzo is a registered representative with Centaurus Financial, Inc. Vincent has been in the securities industry since 1995. Vincent is registered with the following securities authorities: FINRA, state of Arizona, state of California, state of Colorado, state of Florida, state of Hawaii, state of Indiana, state of Minnesota, state of Montana, state of Nebraska, state of Nevada, state of New Jersey, state of New Mexico, state of Oregon, state of Pennsylvania, state of South Carolina, state of Texas, state of Utah, and state of Washington. Vincent holds the following securities licenses: Series 6, Series 7, Series 63, Series 65 and SIE. Vincent has experience with both individual and business clients.
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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CA
09/01/2016 - Present
Centaurus Financial, Inc. (SAN DIEGO CA)
CT
02/23/1995 - 01/19/1999
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
IA
Issued 12/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/16/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2006
Series 7 - General Securities Representative Examination
BC
Issued 02/22/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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