Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vincent? Claim Your ProfileVincent Armand is a financial advisor with over 25 years of experience in the industry. Vincent is currently registered with Fidelity Personal And Workplace Advisors, a firm that manages over $800 billion in assets. Vincent has held previous roles with Charles Schwab & Co., Inc., TD Ameritrade, Inc., Fifth Third Securities, Inc., J.P. Morgan Securities LLC and PNC Investments. Vincent is registered with the state of Texas as an Investment Advisor Representative as well as an Investment Advisor Representative in the state of Illinois. Vincent also holds the Series 7, Series 6, Series 63, Series 24, Series 52TO, Series 53, Series 6TO, and SIE licenses. Vincent specializes in providing financial advice to high-net-worth individuals and families. Vincent also offers investment management, retirement planning, and college savings planning services.
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.
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
IL
04/24/2023 - Present
Fidelity Personal AND Workplace Advisors (CHICAGO IL)
IL
01/26/2022 - 02/09/2023
CHARLES SCHWAB & CO., INC. (Oak Brook IL)
IL
04/17/2017 - 01/12/2023
TD AMERITRADE, INC. (OAK BROOK IL)
IL
06/28/2016 - 04/07/2017
FIFTH THIRD SECURITIES, INC. (MOKENA IL)
IL
10/01/2012 - 06/27/2016
J.P. MORGAN SECURITIES LLC (OAK BROOK IL)
IL
09/17/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
05/19/2011 - 09/17/2012
PNC INVESTMENTS (LAGRANGE PARK IL)
IL
07/06/2005 - 05/24/2011
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
08/28/2003 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IA
07/19/1999 - 08/25/2003
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
NY
10/31/1997 - 12/03/1998
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
CT
11/20/1996 - 10/23/1997
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
IA
Issued 12/4/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/18/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/29/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 4/29/2005
Series 24 - General Securities Principal Examination
BC
Issued 2/14/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 2/13/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/1997
Series 7 - General Securities Representative Examination
BC
Issued 11/18/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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