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Portfolio Management for Investment Companies Advisors
5,918 Results
Unclaimed

BTS Asset Management, Inc.

location

LEXINGTON, MA

disclosure

6 Disclosures

ADVISOR BIO

Vilis Pasts is a registered investment advisor representative with BTS Asset Management, Inc. Vilis has been in the industry since 1970 and is currently registered in Massachusetts. Previously, Vilis was a registered representative for BTS Securities Corporation from 1980 to 2018, Independent Financial Planners Corporation from 1975 to 1980, and Independent Securities Corporation from 1971 to 1976. Vilis also worked for Chubb Securities Corporation and F.L. Putnam & Company, Inc. Vilis's specializations include investment management for individuals, businesses, and investment companies. Vilis is also involved with portfolio management for businesses, investment companies, and individuals. Vilis provides other advisory services such as market timing services and consultation services.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
CONSULTATION SERVICES
Market Timing Services
Unclaimed

System Research, LLC

location

WHITE PLAINS, NY

0 Disclosures

ADVISOR BIO

Vinay Munikoti is a registered Investment Advisor Representative with System Research, LLC. Vinay Munikoti is a licensed Investment Advisor Representative in New York. Vinay Munikoti has been with System Research, LLC since September 2008. The firm provides portfolio management for individuals, and market timing services. The firm has approximately 35 clients and has $3,542,882 in assets under management.

SPECIALIZATIONS

Portfolio Management for Individuals
Market Timing Services
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Malden, MA

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Vincent Recchia is a financial advisor registered with Cambridge Investment Research Advisors, Inc., with over a decade of experience in the financial industry. Vincent previously worked with Cantella & Co., Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Vincent is currently registered in Massachusetts and New Hampshire, and holds a Series 66, Series 7 and SIE licenses. Vincent provides financial planning and investment advice to individual investors, families, businesses and pension plans.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

GWN Securities Inc.

location

CLIFTON, AZ

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Vincent Buccellato is a financial advisor who has been working in the financial services industry since 2009. Vincent is a registered representative of GWN Securities Inc. and a registered investment advisor representative in Arizona. Vincent is licensed to sell securities and insurance products, and he is experienced in providing financial planning and portfolio management services to individuals and businesses. Vincent has experience in managing a diverse range of investments including stocks, bonds, mutual funds, exchange-traded funds, and variable annuities. Vincent also provides financial planning services to individuals and families.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Centaurus Financial, Inc.

location

SAN DIEGO, CA

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Vincent Crescenzo is a registered representative with Centaurus Financial, Inc. Vincent has been in the securities industry since 1995. Vincent is registered with the following securities authorities: FINRA, state of Arizona, state of California, state of Colorado, state of Florida, state of Hawaii, state of Indiana, state of Minnesota, state of Montana, state of Nebraska, state of Nevada, state of New Jersey, state of New Mexico, state of Oregon, state of Pennsylvania, state of South Carolina, state of Texas, state of Utah, and state of Washington. Vincent holds the following securities licenses: Series 6, Series 7, Series 63, Series 65 and SIE. Vincent has experience with both individual and business clients.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Publication of Financial Periodicals
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

DENVER, CO

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Vincent Darnell Kalbach is a registered investment advisor representative of Cambridge Investment Research Advisors, Inc. Vincent is based in DENVER, CO and has been working in the financial services industry since 1997. Vincent has passed both the Series 7 and Series 63 exams and has been registered with FINRA and the state of Colorado since 2009. Vincent has experience working with individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Vincent is a financial business owner of Kalbach Wealth Management and is an independent insurance agent for various insurance companies. Vincent offers financial planning, portfolio management, pension consulting, educational seminars, and selection of other advisors.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Cambridge Investment Research Advisors, Inc. | CFP ® (Certifications)

location

San Diego, CA

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Vincent Armond Croom is a financial advisor with Cambridge Investment Research Advisors, Inc. Vincent Croom has been in the industry since 2004. Vincent Croom has a strong background in providing financial planning and investment management services to individuals, high-net-worth individuals, and pension and profit-sharing plans. Vincent Croom is a Certified Financial Planner and has a variety of licenses and certifications, including Series 6, Series 7, Series 26, Series 63 and Series 65. Vincent Croom is also a registered representative of Cambridge Investment Research Advisors, Inc. and is licensed in multiple states. Vincent Croom is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

VWR Financial Advisory Services | CFP ® (Certifications)

location

BEAVERCREEK, OH

disclosure

1 Disclosures

ADVISOR BIO

Vincent Ruddy is a financial advisor with VWR Financial Advisory Services. Vincent has been a registered representative since 1981. Vincent's primary areas of focus include financial planning, pension consulting and portfolio management for individuals. Vincent is also a Certified Financial Planner.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Individuals
Market Timing Services
Unclaimed

GWN Securities Inc.

location

PALM BEACH GARDENS, FL

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Vincent Maldonado is a Registered Representative with GWN Securities Inc. and is a licensed Investment Advisor Representative in the state of California. Vincent Maldonado specializes in Financial Planning, Market Timing Services, and Selection of Other Advisers. Vincent Maldonado's firm, GWN Securities Inc., offers investment advisory services to individuals, high-net-worth individuals, corporations, and other businesses. Vincent Maldonado has been in the financial services industry since 2023.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Hershey, PA

experience

18 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Vincent Catalano is a financial advisor associated with Cambridge Investment Research Advisors, Inc. Vincent Catalano has been in the securities industry since November 27, 2006, and is registered in 19 states as a Broker/Dealer and Investment Advisor Representative. Vincent Catalano is a Series 6, 7, 63, and 65 licensed professional. Vincent Catalano has a proven track record of providing financial advice to individuals, families, and small businesses. Vincent Catalano specializes in financial planning, retirement planning, and investment management. Vincent Catalano is committed to providing clients with personalized financial advice and guidance.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services

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