Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vincent? Claim Your ProfileVincent Zinsmeyer is an investment advisor representative with Alera Investment Advisors, LLC. Vincent is also a registered representative with Triad Advisors LLC, and has been with both firms since July 2020. Vincent holds Series 6, 63 and 65 licenses and the SIE exam. Vincent has been in the financial industry since August 1993, and has experience with a variety of firms. Vincent provides financial planning, pension consulting, educational seminars, and portfolio management services to individuals, businesses and corporations.
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.
1
2
IL
07/16/2020 - Present
Alera Investment Advisors, LLC (DEERFIELD IL)
TX
07/15/2020 - 08/23/2024
TRIAD ADVISORS LLC (San Antonio TX)
TX
09/12/2014 - 07/28/2020
LPL FINANCIAL LLC (SAN ANTONIO TX)
TX
08/04/2011 - 11/17/2014
FINANCIAL TELESIS INC (SAN ANTONIO TX)
TX
10/31/2008 - 08/09/2011
SAGEPOINT FINANCIAL, INC. (SAN ANTONIO TX)
TX
10/01/1997 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (SAN ANTONIO TX)
NY
04/12/1994 - 10/01/1997
USLIFE EQUITY SALES CORP. (NEW YORK NY)
IN
08/23/1993 - 05/18/1994
GARCO EQUITY SALES, INC. (CARMEL IN)
IA
Issued 08/11/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/09/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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