Unclaimed
Vincent Procaccini is a financial advisor with Ameriprise Financial Services, LLC. Vincent has been in the industry since 1984 and has held licenses in 19 states, including Connecticut, New York, and California. Vincent holds several industry certifications including Series 7, Series 6, Series 63, and Series 65. Vincent has worked for both IDS Financial Services Inc. and IDS Life Insurance Company. Vincent specializes in financial planning, asset allocation, and portfolio management for individuals and businesses. Vincent also has a background in independent insurance brokering and sports officiating.
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.
1
2
CT
01/31/1987 - Present
Ameriprise Financial Services, LLC (Southport CT)
MN
12/05/1984 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
12/05/1984 - 12/24/1986
IDS FINANCIAL SERVICES INC.
IA
Issued 07/29/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/29/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/1987
Series 7 - General Securities Representative Examination
BC
Issued 02/05/1986
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/04/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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