Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vincent? Claim Your ProfileVincent Dinneen is a financial professional with over 35 years of experience in the industry. Vincent has been a registered representative with Cetera Investment Advisers LLC since 2022. Previously, Vincent worked with First Allied Securities, Inc. and Round Hill Securities, Inc. Vincent holds Series 4, 7, 24, 63 and 66 securities licenses. Vincent is registered to provide investment advice in California and Texas. Vincent specializes in providing financial planning, pension consulting, educational seminars, portfolio management for businesses and individuals, and selection of other advisors. Vincent is committed to providing his clients with the highest level of personalized service.
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
11/12/2020 - Present
Cetera Investment Advisers LLC (WALNUT CREEK CA)
CA
06/13/2005 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (WALNUT CREEK CA)
CA
07/19/1994 - 06/13/2005
ROUND HILL SECURITIES, INC. (ALAMO CA)
NA
11/29/1993 - 02/22/1996
CIRE SECURITIES
NA
08/28/1991 - 01/01/1994
RAYMOND-MARTIN FINANCIAL INC.
AZ
05/30/1991 - 01/27/1992
SPELMAN & CO., INC. (PHOENIX AZ)
NV
04/30/1991 - 06/18/1991
FINANCIAL WEST GROUP (RENO NV)
NA
04/26/1989 - 04/30/1991
FINANCIAL WEST INVESTMENT GROUP
NA
01/03/1989 - 02/11/1989
EMMETT A LARKIN COMPANY, INC.
NA
01/25/1985 - 01/01/1989
BARABAN SECURITIES, INC.
BOTH
Issued 11/4/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/20/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 4/30/1987
Series 24 - General Securities Principal Examination
BC
Issued 11/25/1985
Series 4 - Registered Options Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/19/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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