Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vincent? Claim Your ProfileVincent Antwane Wallace is a financial advisor with over 20 years of experience in the financial industry. Vincent is currently registered with Vanguard Advisers, Inc. and has held previous positions with several other firms, including Edward Jones, USAA Financial Advisors, Inc., J.P. Morgan Securities LLC, SWS Financial Services, Inc., and Chase Investment Services Corp. Vincent has a broad range of experience in providing financial services to individuals, businesses, and institutions. Vincent holds the Series 7, Series 31, and Series 66 securities licenses.
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.
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
TX
03/09/2022 - Present
Vanguard Advisers, Inc. (Plano TX)
TX
09/25/2020 - 01/20/2022
EDWARD JONES (FORNEY TX)
TX
09/06/2013 - 06/15/2020
USAA FINANCIAL ADVISORS, INC. (ADDISON TX)
TX
02/05/2013 - 08/21/2013
J.P. MORGAN SECURITIES LLC (DE SOTO TX)
TX
02/09/2012 - 02/21/2013
SWS FINANCIAL SERVICES, INC. (MESQUITE TX)
TX
01/28/2009 - 10/11/2011
CHASE INVESTMENT SERVICES CORP. (MESQUITE TX)
TX
10/14/2004 - 01/21/2009
ALLSTATE FINANCIAL SERVICES, LLC (DE SOTO TX)
NY
03/09/2004 - 10/05/2004
NYLIFE SECURITIES INC. (NEW YORK NY)
IL
02/13/2002 - 02/04/2004
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NY
05/23/2001 - 02/08/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 06/08/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 05/22/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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