Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vincent? Claim Your ProfileVincent Dagostino has been in the financial services industry since December 1996. He is currently registered with Cambridge Investment Research Advisors, Inc. in Ohio and Texas. Vincent Dagostino is a registered representative and investment advisor representative. He offers a variety of financial services to his clients, including financial planning, portfolio management, pension consulting, educational seminars, and market timing services. Vincent Dagostino is dedicated to providing his clients with the highest level of personalized service and support.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
OH
08/18/2016 - Present
Cambridge Investment Research Advisors, Inc. (Mayfield Heights OH)
OH
01/01/1997 - 11/29/2013
H.D. VEST INVESTMENT SERVICES (RICHMOND HEIGHTS OH)
BC
Issued 11/03/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/02/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2009
Series 7 - General Securities Representative Examination
BC
Issued 12/11/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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