Vincent Tortorici, financial advisor Mount Pleasant WI

Vincent Tortorici

CRD 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.

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Professional Designations
Company Name Location Dates Years
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
Contact Info for Vincent A. Tortorici
Phone Number: 262-554-4500
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    285
    MILLIONS
  • Total Number of Accounts
    1,044
    ACCOUNTS
  • Average Account Value
    $272,961
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

AZ, FL, NE, WI

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