Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vincenzo? Claim Your ProfileVincenzo Dastoli is a financial advisor at Creative Planning with over 16 years of experience in the industry. Vincenzo specializes in providing financial planning, portfolio management, and pension consulting services. Vincenzo has earned Series 63, Series 65, Series 7, Series 24 and SIE licenses and has been registered with the state of Connecticut since December 15, 2022. Prior to joining Creative Planning, Vincenzo worked at Empower Financial Services, Inc., Prudential Investment Management Services LLC, and UVEST Financial Services Group, Inc.
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.
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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CT
12/15/2022 - Present
Creative Planning (Middletown CT)
CT
04/04/2022 - 12/14/2022
EMPOWER FINANCIAL SERVICES, INC. (Hartford CT)
CT
11/07/2006 - 04/04/2022
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (Hartford CT)
NC
09/21/2006 - 10/24/2006
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
IA
Issued 11/12/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/31/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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