Unclaimed
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.
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.
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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2
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)
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
Active
Inactive
F
FINRA
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