Unclaimed
Vincent Griarte Pandes is an investment advisor representative at Silvercrest Asset Management Group LLC. Vincent has been in the industry since 1998, working for firms such as The Variable Annuity Marketing Company, VALIC Investment Services Company, Nicholas-Applegate Securities, Quasar Distributors, LLC and ALPS Distributors, Inc. Vincent has a diverse background in the financial industry and has experience with a variety of financial products. Vincent holds a Series 6, 7, 63, 65 and SIE license. Vincent is a board member for the Money Management Institute, which is a national organization for the advisory solutions industry.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
CA
01/02/2020 - Present
Silvercrest Asset Management Group LLC (La Jolla CA)
CO
09/01/2015 - 12/31/2015
ALPS DISTRIBUTORS, INC. (DENVER CO)
ME
08/26/2010 - 08/31/2015
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
CA
07/29/1998 - 09/09/1999
NICHOLAS-APPLEGATE SECURITIES (A CALIFORNIA LIMITED PARTNERSHIP) (SAN DIEGO CA)
TX
08/05/1996 - 06/22/1998
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
TX
04/07/1998 - 06/17/1998
VALIC INVESTMENT SERVICES COMPANY (HOUSTON TX)
BC
Issued 09/29/2010
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/02/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/31/2015
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/25/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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