Vincent
Serratore

Heritage Wealth Management

CRD#2656617
Investment Advisor
in Medford, MA

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About this Advisor

Vincent Serratore is a financial advisor working in Medford, Massachusetts with a total of 12 years of relevant experience. Serratore currently works for Heritage Wealth Management. Their career trajectory has included roles at Investors Capital Corp, Heritage Financial Group, Inc and Coastal Equities, Inc. Serratore maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to serve investors in Florida, Massachusetts, Rhode Island and Texas. Heritage Wealth Management is an advisory firm with a branch in Medford, Massachusetts.

Certifications and Registrations

Series 63, Series 65

Years Registered*

12 years

Office Location

0 Governors Avenue Suite 34
Medford, MA 02155

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Vincent Serratore Work History

Vincent has been registered as a financial advisor for 12 years.*

2015 - Present (9 years)

Coastal Equities, Inc

2001 - Present (23 years)

Heritage Financial Group, Inc

2002 - 2013 (11 years)

Investors Capital Corp

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Vincent Serratore to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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