Unclaimed
Vincent Anthony Mattone is a financial advisor with Advisors Capital Management, LLC. Vincent has been in the financial services industry for over 15 years and holds the Series 66, Series 31, and Series 7 licenses. Vincent also holds the Certified Financial Planner designation. Vincent specializes in financial planning, pension consulting, portfolio management for businesses and individuals, and educational seminars. Vincent is registered in New Jersey and New York.
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.
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.
A percentage of the total value of assets under management is charged.
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NJ
06/12/2021 - Present
Advisors Capital Management, LLC (RIDGEWOOD NJ)
NY
01/14/2016 - 06/11/2021
TD PRIVATE CLIENT WEALTH LLC (NEW YORK NY)
NY
03/31/2010 - 12/15/2015
SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)
NY
06/01/2009 - 04/14/2010
MORGAN STANLEY SMITH BARNEY (GARDEN CITY NY)
NY
08/29/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (GARDEN CITY NY)
BOTH
Issued 10/07/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2013
Series 31 - Futures Managed Funds Examination
BC
Issued 08/28/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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