Unclaimed
Vincent Defeo is a registered investment advisor representative with Empower Advisory Group, LLC. Vincent has been in the securities industry since April 10, 2016. Vincent has a Series 7, 24 and 63 licenses and is also a Series 65 registered representative. Vincent is registered in 52 states plus the District of Columbia.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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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CO
10/28/2024 - Present
Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)
IA
Issued 11/09/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/23/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/06/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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