Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vincent? Claim Your ProfileVincent Dallo is an Investment Advisor Representative associated with Cetera Investment Advisers LLC, a firm with a national scope. Vincent is registered with both Cetera and Bright Futures Wealth Management, LLC. Vincent is also registered with the State of New York and Texas. Vincent's professional experience includes positions with NYLIFE Securities LLC, MetLife Securities Inc., and Metropolitan Life Insurance Company. Vincent's practice is focused on investment advisory services and fixed insurance sales. Vincent is a Chartered Financial Consultant (ChFC) and holds the Series 6, 7, and SIE securities registrations. Vincent is also the President of NAIFA New York, a non-profit organization.
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.
A percentage of the total value of assets under management is charged.
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2
NY
03/22/2024 - Present
Cetera Investment Advisers LLC (WEBSTER NY)
NY
08/25/2010 - 02/08/2024
NYLIFE SECURITIES LLC (Victor NY)
NY
12/05/2005 - 07/28/2010
METLIFE SECURITIES INC. (ROCHESTER NY)
NY
12/05/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (ROCHESTER NY)
BC
Issued 10/21/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/4/2009
Series 7 - General Securities Representative Examination
BC
Issued 11/9/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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