Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vincent? Claim Your ProfileVincent Dileva is a financial advisor with Seia, a firm that has been serving clients since 1997. Vincent has been in the industry since 1996 and is a Certified Financial Planner with expertise in providing financial planning, portfolio management for individuals and businesses, and educational seminars. Vincent is registered in California and Texas as an Investment Advisor Representative and also holds a Series 7, Series 6, Series 63, and Series 65 license. Seia manages over 14 billion dollars in assets for clients including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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.
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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2
CA
08/02/2006 - Present
Seia (Redondo Beach CA)
CA
11/02/2018 - 08/24/2023
OSAIC WEALTH, INC. (REDONDO BEACH CA)
CA
09/23/1996 - 11/02/2018
SIGNATOR INVESTORS, INC. (LOS ANGELES CA)
MA
09/23/1996 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 05/24/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/23/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/1998
Series 7 - General Securities Representative Examination
BC
Issued 09/20/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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