Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vincent? Claim Your ProfileVincent Paul Montenegro is a financial advisor at LPL Financial LLC in DALLAS, TX. Vincent Paul Montenegro has 14 years of experience in the financial services industry. Vincent Paul Montenegro has passed the SIE, Series 7 and Series 66 exams. Vincent Paul Montenegro is also a Certified Financial Planner. Vincent Paul Montenegro has been with LPL Financial LLC since 2020. Before joining LPL Financial LLC, Vincent Paul Montenegro worked at Waddell & Reed and MML Investors Services, Inc. Vincent Paul Montenegro has a strong understanding of the financial markets and is committed to helping 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.
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.
1
2
TX
09/03/2020 - Present
LPL Financial LLC (DALLAS TX)
TX
09/30/2010 - 09/09/2020
WADDELL & REED (COLLEYVILLE TX)
TX
01/20/2010 - 08/27/2010
MML INVESTORS SERVICES, INC. (DALLAS TX)
MN
05/02/2008 - 12/04/2009
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
BOTH
Issued 05/13/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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