Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vincent? Claim Your ProfileVincent Allegra is an investment advisor representative with Creative Planning, LLC. Vincent has been in the financial industry since 2003. Vincent's areas of expertise include financial planning, portfolio management, and pension consulting. Vincent is registered with the state of Illinois as an Investment Advisor Representative. Vincent holds the Series 63, Series 65, Series 7, and SIE licenses. Vincent is also a member of the Bensenville Gun Club, LLC. Vincent is committed to providing clients with personalized financial advice and guidance.
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.
1
2
IL
10/03/2023 - Present
Creative Planning (Chicago IL)
IL
03/09/2004 - 09/29/2023
MESIROW FINANCIAL, INC. (CHICAGO IL)
BC
Issued 03/15/2004
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/07/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2004
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Vincent Allegra is the right advisor for you? Invested Better is here to help.
