Unclaimed
Vincent Cardinal is an experienced financial professional with over 25 years of experience in the industry. Vincent currently works at Flagstar Advisors, a firm specializing in investment management for individuals, businesses and pension plans. Vincent has worked at several prominent financial institutions, including BBVA Securities Inc., HSBC Securities (USA) Inc., Credit Agricole Cheuvreux North America, Inc. and Natixis Bleichroeder LLC. Vincent specializes in Financial planning, investment management, portfolio management and pension consulting.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
NY
11/02/2023 - Present
Flagstar Advisors (New York NY)
NY
05/03/2022 - 09/22/2023
BBVA SECURITIES INC. (NEW YORK NY)
CO
12/17/2020 - 02/17/2022
WEILD & CO. (BOULDER CO)
NY
12/06/2012 - 01/16/2019
HSBC SECURITIES (USA) INC. (NEW YORK CITY NY)
NY
08/08/2012 - 10/19/2012
CREDIT AGRICOLE CHEUVREUX NORTH AMERICA, INC. (NEW YORK NY)
NY
06/15/2011 - 08/03/2012
ROBOTTI & COMPANY, LLC (NEW YORK NY)
NY
07/18/2005 - 04/05/2011
NATIXIS BLEICHROEDER LLC (NEW YORK NY)
NY
09/14/1999 - 07/06/2005
ESN NORTH AMERICA, INC. (NEW YORK NY)
NY
10/27/1997 - 03/25/1999
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
MA
09/13/1995 - 10/23/1997
TUCKER ANTHONY INCORPORATED (BOSTON MA)
NY
11/29/1993 - 09/12/1995
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 01/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/12/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/23/2009
Series 14 - Compliance Officer Examination
BC
Issued 09/10/1998
Series 24 - General Securities Principal Examination
BC
Issued 09/16/1996
Series 4 - Registered Options Principal Examination
BC
Issued 08/15/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1999
Series 3 - National Commodity Futures Examination
BC
Issued 11/26/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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