Unclaimed
Vincent Anthony Virga is a financial advisor registered with AE Wealth Management, LLC in Naples, Florida. Vincent is a registered investment advisor with over 14 years of experience in the industry. Vincent has held previous positions at Madison Avenue Securities, LLC and Prime Capital Services, Inc. He is also a course instructor on financial related content for Society Of Financial Awareness. Vincent holds Series 63, 65, 7 and SIE licenses.
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.
A percentage of the total value of assets under management is charged.
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2
FL
04/30/2023 - Present
AE Wealth Management, LLC (Naples FL)
NJ
04/28/2009 - 02/05/2021
MADISON AVENUE SECURITIES, LLC (BAYONNE NJ)
NJ
04/04/2006 - 04/16/2009
PRIME CAPITAL SERVICES, INC. (BAYONNE NJ)
BC
Issued 04/03/2012
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/20/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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