Unclaimed
Vince Zorskas is a financial professional with over 12 years of experience in the industry. Vince is currently registered with LPL Financial LLC and has held previous positions with Citigroup Global Markets Inc., M&T Securities, Inc., E*TRADE Securities LLC, Wells Fargo Advisors, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, John Thomas Financial, and HFP Capital Markets LLC. Vince has a broad range of experience in providing financial advice and services to individuals, corporations, and institutions. Vince holds the Series 63, 65, 7, 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.
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.
Consulting and other non-discretionary advisory services
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
NY
06/17/2024 - Present
LPL Financial LLC (GLEN COVE NY)
NY
11/29/2022 - 04/19/2024
CITIGROUP GLOBAL MARKETS INC. (MASSAPEQUA PARK NY)
NY
06/09/2021 - 11/28/2022
LPL FINANCIAL LLC (BROOKLYN NY)
NY
04/17/2019 - 06/09/2021
M&T SECURITIES, INC. (BROOKLYN NY)
NY
01/15/2015 - 06/06/2018
E*TRADE SECURITIES LLC (GARDEN CITY NY)
NY
06/24/2013 - 01/09/2015
WELLS FARGO ADVISORS, LLC (GARDEN CITY NY)
NY
06/22/2012 - 10/09/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GREAT NECK NY)
NY
07/11/2011 - 06/20/2012
JOHN THOMAS FINANCIAL (NEW YORK NY)
NY
03/27/2009 - 09/09/2010
HFP CAPITAL MARKETS LLC (NEW YORK NY)
IA
Issued 03/15/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/18/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/06/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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