Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vincent? Claim Your ProfileVincent Waln is a financial advisor with over 30 years of experience in the financial services industry. Vincent is currently registered with Hornor, Townsend & Kent, LLC and is a Registered Representative in the state of Ohio. Prior to joining Hornor, Townsend & Kent, LLC, Vincent was a financial advisor at Securian Financial Services, Inc. and Fortis Investors, Inc. Vincent holds a Series 6, 7, 63 and 65 license. Vincent provides financial planning services to individuals, families, and businesses.
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.
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.
Trail commissions, distribution assistance fees
1
2
OH
09/27/2016 - Present
Hornor, Townsend & Kent, LLC (WEST CHESTER OH)
OH
02/07/1992 - 09/13/2016
SECURIAN FINANCIAL SERVICES, INC. (WEST CHESTER OH)
MN
07/10/1989 - 02/19/1992
FORTIS INVESTORS, INC. (OAKDALE MN)
IA
Issued 10/29/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/04/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/1996
Series 7 - General Securities Representative Examination
BC
Issued 07/03/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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