Vincent TortoriciCRD Number: 6371966
Current Firm: Financial Service Group Inc.
Vincent Tortorici (CRD# 6371966) is an Investment Advisor Representative working at Financial Service Group Inc. in Mount Pleasant, WI and has over 7 years of experience in the finance industry. Vincent Tortorici has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Robert W. Baird & Company Incorporated
Northwestern Mutual Investment Services,llc
Annex Wealth Management, LLC
|The Vanguard Group, Inc.||Charlotte, NC||Jul 2015 - Jul 2019||4|
|Enso Asian Bistro||Charlotte, NC||Apr 2015 - Jul 2015||< 1|
|Ameriprise Financial Services||Charlotte, NC||Aug 2014 - Apr 2015||< 1|
|Enterprise Rent-a-car||Rolling Meadows, IL||Feb 2012 - Jul 2014||2|
|Unemployed||Charlotte, NC||Dec 2011 - Feb 2012||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2014|
Total Assets Under Management285MILLIONS
Total Number of Accounts1,044ACCOUNTS
Average Account Value$272,961
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, FL, NE, WI
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