Unclaimed
Vincent Altstaetter is a financial advisor with Edward Jones. Vincent has been a financial advisor for over 25 years and is licensed in all 50 states. He is committed to providing financial advice that is personalized to meet his clients' individual needs. His prior experience includes working with clients at Fortis Investors, Inc. and Ameriprise Financial Services, Inc./LLC. Vincent holds multiple licenses and certifications including the Series 7, Series 6, Series 63, and Series 66.
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.
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.
See schedule d - miscellaneous
1
2
MO
01/02/2025 - Present
Edward Jones (ST LOUIS MO)
MN
08/22/1997 - 11/14/1997
FORTIS INVESTORS, INC. (OAKDALE MN)
BOTH
Issued 12/07/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/22/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/11/2024
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2017
Series 7 - General Securities Representative Examination
BC
Issued 08/16/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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