Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vandolf? Claim Your ProfileVandolf Parish is a financial advisor with over 30 years of experience in the industry. Parish is currently registered with Lincoln Investment and Capital Analysts in Washington, DC. His experience includes a long tenure with Merrill Lynch and other firms in New York and New Jersey. Vandolf Parish holds a Series 7, 62, 63, and 66 securities license as well as the SIE. Parish's focus is on providing financial planning and portfolio management services to individuals, businesses, and corporations.
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.
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.
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FL
08/19/2024 - Present
Lincoln Investment (PALM BEACH GARDENS FL)
DC
11/23/2022 - 05/13/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WASHINGTON DC)
NJ
11/17/2020 - 08/04/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PARAMUS NJ)
NY
06/06/2019 - 10/26/2020
PRUCO SECURITIES, LLC. (WHITE PLAINS NY)
CT
05/23/2018 - 06/12/2019
AXA ADVISORS, LLC (STAMFORD CT)
NY
09/17/2015 - 07/27/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MA
08/20/2014 - 11/06/2014
MHA FINANCIAL CORP (WESTWOOD MA)
DC
10/12/2012 - 02/06/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WASHINGTON DC)
DC
09/09/2011 - 07/05/2012
MORGAN STANLEY SMITH BARNEY (WASHINGTON DC)
CA
07/08/1996 - 08/13/1996
THE HERITAGE GROUP, INC. (SAN FRANCISCO CA)
NY
07/28/1995 - 10/26/1995
H.J. MEYERS & CO., INC. (ROCHESTER NY)
CA
08/20/1993 - 08/08/1995
ROBERT VAN SECURITIES, INC. (OAKLAND CA)
NA
06/19/1992 - 09/04/1992
OTRA CLEARING, INC.
BOTH
Issued 10/13/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/23/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2011
Series 7 - General Securities Representative Examination
BC
Issued 06/17/1992
Series 62 - Corporate Securities Limited Representative Examination
Active
Inactive
F
FINRA
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