Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Vincelette is a financial advisor with EGI Financial, Inc. based in Akron, OH. Brian has been in the financial services industry since 2008. Brian holds Series 66 and Series 7 licenses as well as the SIE. Brian's previous employers include Merrill Lynch, Pierce, Fenner & Smith Incorporated and American Heritage Securities, Inc. Brian has a broad range of experience in financial planning and portfolio management.
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.
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.
A percentage of the total value of assets under management is charged.
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2
OH
03/04/2016 - Present
EGI Financial, Inc. (AKRON OH)
OH
11/12/2008 - 01/08/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (AKRON OH)
BOTH
Issued 12/02/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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