Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vincent? Claim Your ProfileVincent Batteria is an investment advisor representative with over 25 years of experience in the financial services industry. Vincent is currently registered with Wells Fargo Advisors Financial Network, LLC and is based in BOHEMIA, NY. Vincent is a highly experienced financial professional who has helped countless individuals and families achieve their financial goals. Vincent is committed to providing his clients with personalized financial advice and guidance.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NY
09/21/2023 - Present
Wells Fargo Advisors Financial Network, LLC (BOHEMIA NY)
NY
07/01/2003 - 09/21/2023
WELLS FARGO CLEARING SERVICES, LLC (GARDEN CITY NY)
NY
09/10/1998 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
03/02/1998 - 08/03/1998
OSCAR GRUSS & SON, INCORPORATED (NEW YORK NY)
NY
01/28/1998 - 02/11/1998
LT LAWRENCE & CO., INC. (NEW YORK NY)
TX
12/19/1997 - 01/16/1998
LLOYD WADE SECURITIES INC. (DALLAS TX)
IA
Issued 09/17/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/24/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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