Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vincent? Claim Your ProfileVincent Ferreira is a registered investment advisor representative with Drake & Associates, LLC. Vincent has been in the securities industry for over 2 years and is licensed to provide advisory services in both Broker-Dealer and Investment Advisor capacities. Vincent specializes in providing financial planning, educational seminars, and portfolio management services to both individuals and businesses. Drake & Associates, LLC is a registered investment advisor that provides financial planning, education, and portfolio management services to individuals, businesses, and families. The firm has a total of 6 licensed agents and investment adviser representatives and manages over $313 million in assets.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
1
2
WI
01/19/2025 - Present
Drake & Associates, LLC (WAUKESHA WI)
BOTH
Issued 05/24/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/17/2022
Series 7TO - General Securities Representative Examination
BC
Issued 02/16/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Vincent Ferreira is the right advisor for you? Invested Better is here to help.
