Unclaimed
Vincent Bartolomucci is a financial professional with over 20 years of experience in the industry. Vincent has held positions at MML Investors Services, LLC, MSI FINANCIAL SERVICES, INC., and Metropolitan Life Insurance Company, and is currently registered with MML Investors Services, LLC in Southfield, MI. Vincent holds Series 6, 63, and SIE licenses and has extensive experience in a variety of investment strategies. Vincent is dedicated to helping individuals and families 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 programs
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.
Solicitors fees
1
2
MI
03/25/2017 - Present
MML Investors Services, LLC (Southfield MI)
MI
10/01/2002 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (SOUTHFIELD MI)
MI
10/01/2002 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (TROY MI)
GA
07/15/2002 - 10/03/2002
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 07/06/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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