Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vincent? Claim Your ProfileVincent Raymond Ferrara is a financial advisor with over 40 years of experience. Vincent is a Registered Representative and Investment Advisor Representative, licensed in Florida and Texas. Vincent has worked with Provise Management Group, LLC since 2002. Prior to that, Vincent worked with KESTRA INVESTMENT SERVICES, LLC from 2003-2019 and INTERSECURITIES, INC from 1991-2004. Vincent also serves as President and CEO of American Financial Solutions, Inc., and as President of ProVise Management Company, Inc. Vincent holds several designations, including Certified Financial Planner, and has passed numerous exams, including the Series 63, Series 53, Series 24, SIE, and Series 1. Vincent specializes in financial planning, pension consulting, portfolio management for businesses, and portfolio management for individuals. Vincent has experience working with a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees as solicitor for seabridge invest advisor
1
2
FL
04/25/2006 - Present
Provise Management Group, LLC (CLEARWATER FL)
FL
10/22/2003 - 12/31/2019
KESTRA INVESTMENT SERVICES, LLC (CLEARWATER FL)
FL
04/01/1991 - 06/08/2004
INTERSECURITIES, INC. (ST. PETERSBURG FL)
NA
04/29/1977 - 04/01/1991
PW SECURITIES, INC.
NA
05/21/1971 - 09/30/1985
DERAND INVESTMENT CORPORATION OF AMERICA
BC
Issued 05/11/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/18/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/31/1986
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1971
Series 1 - Registered Representative Examination
Active
Inactive
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