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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vincent? Claim Your ProfileVincent Emil Zupo is a financial advisor with Alphacore Capital LLC located in La Jolla, California. Vincent has worked in the financial services industry since 2001 and has a broad range of experience in securities and investment advisory services. Vincent holds Series 6, 7, 63, and 65 licenses, as well as the SIE exam. Vincent has served as a financial advisor for several companies in the past, including AMG Distributors, Inc., Pioneer Funds Distributor, Inc., PFPC Distributors, Inc., SEI Investments Distribution Co., and Sands Brothers & Co., Ltd. Vincent specializes in serving high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations and other businesses, and individuals other than high-net-worth.
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.
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.
Institutional consulting and client servicing
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.
A percentage of the total value of assets under management is charged.
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CA
04/14/2023 - Present
Alphacore Capital LLC (LA JOLLA CA)
CT
10/14/2013 - 02/10/2022
AMG DISTRIBUTORS, INC. (STAMFORD CT)
MA
04/16/2008 - 01/19/2010
PIONEER FUNDS DISTRIBUTOR, INC. (BOSTON MA)
ME
01/02/2008 - 04/21/2008
PFPC DISTRIBUTORS, INC. (PORTLAND ME)
PA
01/21/2004 - 12/31/2007
SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)
NY
10/25/2001 - 07/26/2002
SANDS BROTHERS & CO., LTD. (NEW YORK NY)
IA
Issued 04/14/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/04/2013
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 10/01/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/07/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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