Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vincent? Claim Your ProfileVincent Sison has been in the financial services industry for over two decades. Vincent is a Registered Representative, registered in California, and an Investment Advisor Representative, also registered in California. Vincent currently works for Cetera Investment Advisers LLC in Newport Beach, California. Prior to this, Vincent worked for UnionBanc Investment Services, LLC in Orange, California, Lincoln Financial Advisors Corporation in Fort Wayne, Indiana, The Lincoln National Life Insurance Company, also in Fort Wayne, Indiana, and Transamerica Securities Sales Corporation in Los Angeles, California. Vincent has experience providing investment advice to individuals, corporations, businesses, charitable organizations, and pension and profit-sharing plans.
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.
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2
CA
06/29/2023 - Present
Cetera Investment Advisers LLC (NEWPORT BEACH CA)
CA
12/03/2002 - 03/16/2007
UNIONBANC INVESTMENT SERVICES, LLC (ORANGE CA)
IN
07/09/2001 - 08/06/2001
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
07/09/2001 - 08/06/2001
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
CA
01/27/1998 - 09/10/1999
TRANSAMERICA SECURITIES SALES CORPORATION (LOS ANGELES CA)
BOTH
Issued 2/7/2007
Series 66 - Uniform Combined State Law Examination
IA
Issued 7/14/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/6/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2006
Series 7 - General Securities Representative Examination
BC
Issued 1/26/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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