Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you April lynn? Claim Your ProfileApril Lynn Vinciarelli is a registered investment advisor representative at Jacobi Capital Management, LLC. She is a financial advisor with over 20 years of experience in the industry and has been registered with the SEC since 2008. Jacobi Capital Management, LLC is an investment advisor firm that provides financial planning, portfolio management, and other advisory services to a wide range of clients. April Lynn Vinciarelli holds the Series 66, Series 7, and Series 31 licenses. The firm is headquartered in Pittston, Pennsylvania and has offices in other locations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
PA
10/21/2008 - Present
Jacobi Capital Management, LLC (PITTSTON PA)
NY
04/19/2000 - 10/24/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 05/08/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 04/18/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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