Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vincenzo? Claim Your ProfileVincenzo Anthony Fresquez is a financial advisor with Charles Schwab & CO., Inc. based in Las Vegas, Nevada. Vincenzo has been in the financial services industry since 2015. Vincenzo is registered with FINRA, the State of Nevada, and 22 other states. Vincenzo has a Series 63, Series 66, and Series 7 licenses. Vincenzo is also a Certified Financial Planner. Vincenzo specializes in Financial Planning and offers investment advisory services through Charles Schwab.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
NV
04/28/2017 - Present
Charles Schwab & CO., Inc. (Las Vegas NV)
BOTH
Issued 08/03/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/07/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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