Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vincent? Claim Your ProfileVincent Mastrey is a financial advisor with LPL Financial LLC, a firm with more than $50 billion in assets. Vincent has been in the financial services industry since 1996 and has a broad range of experience providing financial advice to individuals, businesses, and institutional clients. Vincent has expertise in several areas of financial planning, including retirement planning, college savings, and estate planning. Vincent is registered with the state of Pennsylvania as a registered representative and investment advisor representative. Vincent is also registered in Texas as an investment advisor representative. Vincent holds Series 6, 7, 63, and 66 securities licenses and is also a SIE exam holder. Vincent is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
07/21/2021 - Present
LPL Financial LLC (ERIE PA)
PA
12/17/1997 - 07/21/2021
WADDELL & REED (ERIE PA)
NJ
09/22/1995 - 03/20/1997
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 04/19/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/13/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2009
Series 7 - General Securities Representative Examination
BC
Issued 08/24/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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