Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Angelo Vincenti is a financial professional with over 40 years of experience in the financial services industry. Donald is currently registered with Stifel, Nicolaus & Company, Inc. and has previously held positions with WELLS FARGO ADVISORS, LLC, A. G. EDWARDS & SONS, INC., EVEREN SECURITIES, INC., BATEMAN EICHLER, HILL RICHARDS, INCORPORATED, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and DREXEL BURNHAM LAMBERT INCORPORATED. Donald holds a Series 63, Series 9, Series 10, Series 8, SIE, Series 5, and Series 7 license. Donald is also a Certified Financial Planner. Donald has a strong commitment to providing clients with personalized financial advice and services. Donald is dedicated to helping clients achieve their financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
07/30/2019 - Present
Stifel, Nicolaus & Company, Inc. (FRESNO CA)
CA
01/01/2008 - 06/09/2011
WELLS FARGO ADVISORS, LLC (FRESNO CA)
CA
07/14/1993 - 01/03/2008
A. G. EDWARDS & SONS, INC. (FRESNO CA)
MO
09/04/1990 - 07/21/1993
EVEREN SECURITIES, INC. (ST. LOUIS MO)
NA
02/23/1989 - 09/04/1990
BATEMAN EICHLER, HILL RICHARDS, INCORPORATED
NY
10/10/1985 - 03/11/1989
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
01/19/1981 - 10/18/1985
DREXEL BURNHAM LAMBERT INCORPORATED
BC
Issued 01/20/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/01/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/1981
Series 5 - Interest Rate Options Examination
BC
Issued 01/17/1981
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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