Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vincent? Claim Your ProfileVincent Valentine is a financial advisor with over 30 years of experience in the industry. Vincent is currently registered with Osaic Wealth, Inc. and Syntegra Private Wealth Group LLC. Prior to joining these firms, Vincent worked at Securities America, Inc. and Invest Financial Corporation. Vincent is a Series 6, 7, 63, and 65 licensed advisor. Vincent provides financial planning, pension consulting, educational seminars, and portfolio management services to individuals, businesses, and pooled investment vehicles.
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
CO
06/14/2024 - Present
Osaic Wealth, Inc. (GOLDEN CO)
CO
12/01/2017 - 06/14/2024
SECURITIES AMERICA, INC. (GOLDEN CO)
CO
12/15/2003 - 12/04/2017
INVEST FINANCIAL CORPORATION (DENVER CO)
MA
11/22/1991 - 12/15/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
BC
Issued 10/2/2001
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 9/1/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/4/2001
Series 7 - General Securities Representative Examination
BC
Issued 11/21/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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