Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vincent? Claim Your ProfileVincent Habacon Reyes is an active investment advisor representative with Seia. Vincent has been in the industry since 1993 and currently holds registrations in California. Vincent has previously worked for OSAIC WEALTH, INC., SIGNATOR INVESTORS, INC., CROWELL, WEEDON & CO., D.A. DAVIDSON & CO. and OLDE DISCOUNT CORPORATION. Vincent holds several licenses and registrations including Series 7, Series 63, Series 55, Series 66, SIE and Series 57TO. Vincent offers financial planning, portfolio management for individuals and businesses, selection of other advisors and educational seminars.
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.
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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CA
04/21/2010 - Present
Seia (LOS ANGELES CA)
CA
11/02/2018 - 08/24/2023
OSAIC WEALTH, INC. (LOS ANGELES CA)
CA
05/16/2007 - 11/02/2018
SIGNATOR INVESTORS, INC. (LOS ANGELES CA)
CA
10/12/2004 - 04/09/2007
CROWELL, WEEDON & CO. (LOS ANGELES CA)
MT
09/23/2004 - 10/14/2004
D.A. DAVIDSON & CO. (GREAT FALLS MT)
CA
01/10/1994 - 09/17/2004
WEDBUSH MORGAN SECURITIES INC. (LOS ANGELES CA)
MI
03/06/1992 - 07/10/1992
OLDE DISCOUNT CORPORATION (DETROIT MI)
BOTH
Issued 12/08/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/19/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/1998
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 03/04/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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