Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vincent? Claim Your ProfileVincent Crivello is a financial advisor with Buckingham Strategic Partners, LLC. Vincent has been in the financial services industry since 2002. He previously worked with Foreside Financial Services, LLC and Loring Ward Securities Inc. Vincent holds the Series 7, Series 66, and SIE licenses. He is registered to offer investment advice in California. Vincent has experience providing investment advice to individuals, businesses, trusts, pension and profit-sharing plans, and charitable organizations. He specializes in financial planning, portfolio management, and investment advisory services.
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.
Strategic management for diversified investment portfolios.
Turnkey asset management provider
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.
Fee sharing with independent registered investment advisors
1
2
MO
12/14/2018 - Present
Buckingham Strategic Partners, LLC (ST. LOUIS MO)
ME
10/29/2018 - 06/23/2020
FORESIDE FINANCIAL SERVICES, LLC (PORTLAND ME)
CA
03/31/2009 - 10/29/2018
LORING WARD SECURITIES INC. (SAN JOSE CA)
CA
04/10/2006 - 04/07/2009
THE STRATEGIC FINANCIAL ALLIANCE, INC. (CORTE MADERA CA)
TX
01/31/2002 - 11/19/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 03/04/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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