Unclaimed
Vincent Pilolli is a registered representative with Stonex Advisors Inc. Vincent has been in the industry since February 1997. Vincent is licensed in 52 states. Vincent has passed several exams, including the Series 63, Series 24, Series 99TO, Series SIE, and Series 7. Vincent has worked with Stonex Securities Inc. and Stonex Advisors Inc. Vincent is also a General Agency Agent with BUA.
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.
Financial consulting 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
AL
01/30/2015 - Present
Stonex Advisors Inc. (BIRMINGHAM AL)
OH
02/28/1997 - 09/12/2014
WRP INVESTMENTS, INC. (YOUNGSTOWN OH)
BC
Issued 12/19/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/15/2003
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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