Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vincent? Claim Your ProfileVincent Anthony Colatriano is an investment advisor representative with Ameritas Advisory Services, LLC, a firm that has been in business since 1996. Vincent has been an active investment advisor representative since 2017 and has experience working with a variety of clients, including individuals, families, businesses, trusts, and retirement plans. Vincent holds the Series 6 and SIE licenses, which allow him to sell a wide range of financial products. Vincent is registered to sell securities in Colorado, New Jersey, and New York. He also provides financial planning services to his clients. In addition to his work as an investment advisor representative, Vincent is also an insurance agent. He is registered as an insurance agent in New York.
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.
Solicitor fees
1
2
NY
11/01/2021 - Present
Ameritas Advisory Services, LLC (MELVILLE NY)
NY
05/31/2017 - 05/31/2019
PRUCO SECURITIES, LLC. (UNIONDALE NY)
NY
12/21/2016 - 12/23/2016
PRUCO SECURITIES, LLC. (HOWARD BEACH NY)
BC
Issued 05/10/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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