ADVISOR BIO

Vincent Timothy Ko is an investment advisor representative at Precept Advisory Group LLC. Vincent has over 20 years of experience in the financial services industry. Vincent holds the Series 6, 7, 63, and 65 licenses. Vincent has a background in providing financial advice to clients in the areas of portfolio management and pension consulting. Vincent is registered to provide investment advice in California and Texas. Vincent is also the owner of a rental property in Laguna Hills, CA.

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ADVISOR BIO

Vincent Bruno is a financial advisor with over 20 years of experience in the industry. Vincent currently works for Avantax Advisory Services. Vincent holds licenses in multiple states including California, Texas, and Colorado and has passed exams for Series 63, Series 65, and Series 7, as well as the SIE. He is also an active member of the community and is involved in the Campobello HOA. Vincent is a skilled and experienced advisor with a strong commitment to helping clients achieve their financial goals.

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ADVISOR BIO

Vincent Pivirotto is a financial advisor at J.P. Morgan Securities LLC, registered in California and Texas. Vincent has been in the industry since 2010 and holds Series 6, 7, 63 and 66 licenses. Vincent has experience working with individual investors, corporations, and institutions. Vincent provides financial planning, portfolio management, and pension consulting services to his clients.

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ADVISOR BIO

Vincent Yang is a financial advisor at Infinity Financial Services Advisory. Vincent Yang is licensed in California and Rhode Island as a Registered Representative and Investment Adviser Representative. Vincent Yang has been in the financial services industry since January 2022. Vincent Yang offers financial planning, pension consulting, portfolio management for individuals, selection of other advisers and educational seminars to clients. The firm Infinity Financial Services Advisory has been in business since March 2021.

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ADVISOR BIO

Vincent Daigneault is a financial advisor with over 30 years of experience in the financial industry. Vincent holds licenses in several states including California, Texas and is a registered representative of Morgan Stanley, where Vincent is currently employed. Previously, Vincent was with CITIGROUP GLOBAL MARKETS INC. and Lehman Brothers Inc. Vincent has a strong record of success in providing financial advice and investment management services to a wide range of clients, including individuals, families, businesses, and institutions.

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ADVISOR BIO

Vincent Chan is a registered representative with Eagle Strategies LLC. Vincent has been in the industry since June 14, 2016. Vincent is licensed in Arizona, California, Massachusetts, Ohio, Tennessee, Texas, Virginia and Washington. Vincent is also licensed as an investment advisor representative.

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ADVISOR BIO

Vincent Anthony Sunzeri is a financial advisor with Morgan Stanley. Vincent has been in the industry since 1988 and is registered with the state of California as both a broker-dealer and investment advisor. Vincent is also registered as a broker-dealer in several other states including Texas. Vincent has earned the Series 63, 65, 7, and SIE licenses. Prior to joining Morgan Stanley, Vincent worked for UBS Financial Services Inc.

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ADVISOR BIO

Vincent Dipiero is a financial advisor with Edward Jones, a firm with over $824 billion in assets under management. Vincent has been in the financial industry since 2017 and holds a Series 7, Series 66 and SIE licenses. Vincent specializes in working with high-net-worth individuals, corporations, and small businesses. Vincent provides a variety of services including financial planning, portfolio management, and pension consulting. Vincent's firm, Edward Jones, is committed to providing personalized financial guidance and advice.

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ADVISOR BIO

Vincente Joseph Delucia is a registered representative with LPL Financial LLC and has been in the industry for over 2 years. Vincente is currently based out of Scotts Valley, CA and specializes in providing a variety of financial services to clients.

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ADVISOR BIO

Vineer Bhansali is a financial advisor with over 20 years of experience in the industry. Vineer currently works at Longtail Alpha, LLC as an Investment Advisor Representative and has previously held positions at PIMCO INVESTMENTS LLC and ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC. Vineer has a wide range of experience, including working with a variety of clients, including pooled investment vehicles, corporations and individuals. Vineer holds several licenses and designations, including Series 3, SIE, Series 7, Series 63, and Series 65. Vineer is also a member of Western States Aviation, LLC.

SPECIALIZATIONS