Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vincent? Claim Your ProfileVincent Bono is a financial advisor with over 30 years of experience in the industry. Vincent is currently registered with Wells Fargo Clearing Services, LLC as a Registered Representative. He is also a Registered Investment Advisor in California and Nevada. Vincent has held various positions at other firms, including Wells Fargo Investments, LLC, BANC of America Investment Services, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Vincent has a strong track record of success and is committed to providing his clients with personalized financial advice and investment solutions.
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.
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.
Investment consulting services to institutional clients
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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2
CA
05/30/2024 - Present
Wells Fargo Clearing Services, LLC (FRESNO CA)
CA
11/13/2002 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (FRESNO CA)
MA
07/12/1999 - 12/03/2002
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
CA
11/01/1996 - 07/12/1999
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
CA
08/04/1995 - 10/31/1996
GLENFED BROKERAGE SERVICES (GLENDALE CA)
MO
01/28/1994 - 07/31/1995
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
05/07/1992 - 02/02/1994
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 09/18/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/06/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/25/2002
Series 12 - NYSE Branch Manager Examination
BC
Issued 09/21/2001
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/30/2001
Series 4 - Registered Options Principal Examination
BC
Issued 12/04/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/1992
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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