Unclaimed
Vincent Dhliwayo is a financial advisor registered with U.S. Bancorp Investments, Inc. Vincent has over 10 years of experience in the financial services industry. Vincent is licensed to provide financial advice in Oregon and Washington. Vincent has passed the Series 66, Series 7, and SIE exams. Vincent has experience working with individuals, corporations, high-net-worth individuals, pension plans, and charitable organizations.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
OR
09/03/2019 - Present
U.s. Bancorp Investments, Inc. (Tualatin OR)
OR
06/02/2017 - 09/11/2019
J.P. MORGAN SECURITIES LLC (OREGON CITY OR)
OR
07/05/2013 - 06/05/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CLACKAMAS OR)
AZ
08/10/2012 - 11/05/2012
EDWARD JONES (TEMPE AZ)
BOTH
Issued 08/28/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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