Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vincent? Claim Your ProfileVincent Frustaglio is a financial professional with over 10 years of experience in the financial services industry. Vincent is a CERTIFIED FINANCIAL PLANNER™ professional and a CHARTERED FINANCIAL CONSULTANT. Vincent currently works as a Registered Representative with Principal Securities, Inc. Vincent has a history of working with various financial institutions, including EDWARD JONES and NATIONWIDE INVESTMENT SERVICES CORPORATION. Vincent's expertise includes providing financial planning and portfolio management services for individuals and businesses. Vincent is registered to offer investment advice and securities services in a number of states, including Michigan, Texas, Arizona, California, Florida, Georgia, Illinois, Indiana, Kentucky, Maryland, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Utah, Virginia and Wisconsin.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
MI
07/02/2024 - Present
Principal Securities, Inc. (Grand Rapids MI)
MI
06/20/2019 - 02/29/2024
EDWARD JONES (BYRON CENTER MI)
OH
11/01/2011 - 01/03/2018
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
BOTH
Issued 08/16/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/12/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/27/2019
Series 7TO - General Securities Representative Examination
BC
Issued 01/03/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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