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Vincent Christopher Monterosso

Cetera Financial Specialists LLC

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About Vincent Christopher Monterosso

Vincent Christopher Monterosso is a financial advisor with over 9 years of experience in the industry. Vincent is currently registered with Cetera Financial Specialists LLC and has been with the firm since 2021. Prior to that, Vincent was employed by AVANTAX INVESTMENT SERVICES, INC. and SECURITIES SERVICE NETWORK, LLC. Vincent is licensed to sell securities in 14 states and has passed the Series 6, SIE, and Series 63 exams.

Firm Information

Vincent Monterosso is currently registered with Cetera Financial Specialists LLC. Cetera Financial Specialists LLC is a Limited Liability Company formed on October 31, 2012, and is registered in all 50 states plus the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has one approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

185

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Vincent Monterosso’s Registration & Firm History

MD

10/01/2021 - Present

Cetera Financial Specialists LLC (ELKTON MD)

MD

05/17/2018 - 10/06/2021

AVANTAX INVESTMENT SERVICES, INC. (Elkton MD)

MD

10/20/2014 - 05/17/2018

SECURITIES SERVICE NETWORK, LLC (ELKTON MD)

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Licenses & Designations

BC

Issued 12/13/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/19/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Vincent Christopher Monterosso.
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