Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vincent? Claim Your ProfileVincent Mastro is a financial advisor with LPL Financial LLC. Vincent has been working in the financial industry since 1992 and has experience in various areas, including securities, investment advisory, and insurance. He is registered with FINRA and is currently registered with the state of California. Vincent's focus is on providing financial planning, portfolio management, and other advisory services to individuals and businesses. His areas of specialization include retirement planning, college savings, and estate planning. Vincent Mastro works with clients at the Fresno office of LPL Financial LLC.
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.
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2
CA
09/26/2014 - Present
LPL Financial LLC (FRESNO CA)
CA
01/03/2011 - 09/09/2014
WELLS FARGO ADVISORS, LLC (FRESNO CA)
CA
08/11/2006 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (FRESNO CA)
CA
06/25/1992 - 08/07/2006
SIGNATOR INVESTORS, INC. (FRESNO CA)
MA
06/25/1992 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 10/01/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/24/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/17/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/18/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2004
Series 7 - General Securities Representative Examination
BC
Issued 04/13/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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