Unclaimed
Vincent Anthony Larosa is a financial professional registered with Stephens, a firm with a strong history of providing financial services to individuals and institutions. Vincent is committed to helping clients achieve their financial goals. He has a deep understanding of the financial markets and a passion for providing clients with personalized advice. Vincent holds the Series 7, 79, and 63 licenses and is also a registered representative with FINRA. He specializes in providing investment advice and financial planning services to individuals and families. Vincent has a particular interest in helping clients plan for retirement, save for college, and manage their investments.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
12/19/2022 - Present
Stephens (NEW YORK NY)
BC
Issued 10/08/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/15/2023
Series 7TO - General Securities Representative Examination
BC
Issued 12/17/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 08/05/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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