Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Javier? Claim Your ProfileJavier Vincenti is a financial advisor at Wells Fargo Advisors Financial Network, LLC in Sugar Land, Texas. Javier has been working in the financial industry since 2004 and has a broad range of experience. Javier has worked for several prominent financial institutions, including J.P. Morgan Securities LLC, Chase Investment Services Corp., Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, Charles Schwab & Co., Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Citigroup Global Markets Inc. Javier holds the Series 66, Series 7, Series 31, and SIE licenses.
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.
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.
Investment consulting services to institutional clients
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.
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2
TX
08/16/2024 - Present
Wells Fargo Advisors Financial Network, LLC (HOUSTON TX)
TX
05/30/2014 - 08/21/2024
WELLS FARGO CLEARING SERVICES, LLC (HOUSTON TX)
TX
10/01/2012 - 06/10/2014
J.P. MORGAN SECURITIES LLC (MISSOURI CITY TX)
TX
06/10/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (SUGAR LAND TX)
TX
06/01/2009 - 11/23/2009
MORGAN STANLEY SMITH BARNEY (HOUSTON TX)
TX
11/10/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (HOUSTON TX)
NY
08/17/2007 - 01/28/2008
CHARLES SCHWAB & CO., INC. (NEW YORK CITY NY)
TX
06/17/2004 - 07/31/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HOUSTON TX)
NY
03/15/2004 - 05/27/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BOTH
Issued 08/23/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 03/12/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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