Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vincent? Claim Your ProfileVincent Michael Nerone is a financial advisor with over 20 years of experience in the industry. He is currently registered with Cuso Financial Services, LP in California, and is also a registered Investment Advisor Representative. Vincent has worked for several firms throughout his career, including U.S. Bancorp Investments, Inc., Financial West Group, The Shemano Group, Inc., and First Allied Securities, Inc. Vincent is dedicated to providing sound financial advice to his clients. He holds the Series 7, 24, 52TO, 53, 63, and 66 securities licenses. Vincent is committed to helping his clients 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.
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
01/12/2024 - Present
Cuso Financial Services, LP (SAN DIEGO CA)
CA
08/19/2010 - 06/28/2022
U.S. BANCORP INVESTMENTS, INC. (Torrance CA)
NV
01/16/2008 - 10/31/2008
FINANCIAL WEST GROUP (RENO NV)
CA
10/28/2005 - 01/16/2008
THE SHEMANO GROUP, INC. (LOS ANGELES CA)
CA
02/11/2002 - 11/03/2005
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
CA
10/15/2002 - 10/17/2002
THE SHEMANO GROUP, INC. (SAN FRANCISCO CA)
CA
12/17/1998 - 02/11/2002
INTERFIRST CAPITAL CORPORATION (LOS ANGELES CA)
BOTH
Issued 01/21/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/13/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/27/2019
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/13/2016
Series 24 - General Securities Principal Examination
BC
Issued 01/12/2024
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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