Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vincent? Claim Your ProfileVincent Menniti is a financial advisor with over 15 years of experience in the financial services industry. Vincent is a Registered Representative with Ameriprise Financial Services, LLC and is registered with the state of Florida. Vincent has a wide range of experience in the financial services industry, including providing financial advice to individuals, families, and businesses. Vincent specializes in asset allocation services, financial planning, pension consulting, educational seminars, portfolio management for businesses and individuals, and selection of other advisors. Vincent is committed to providing his clients with personalized financial advice and guidance to help them 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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
FL
04/15/2015 - Present
Ameriprise Financial Services, LLC (Boca Raton FL)
NY
04/13/2007 - 10/07/2010
CITIGROUP GLOBAL MARKETS INC. (MOHEGAN LAKE NY)
NY
03/01/2006 - 04/23/2007
CITICORP INVESTMENT SERVICES (MOUNT KISCO NY)
IA
Issued 03/23/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/29/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 11/07/2006
Series 7 - General Securities Representative Examination
BC
Issued 02/28/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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