Unclaimed
Vincent Carl Feijoo is a financial advisor in Southington, Connecticut with over 20 years of experience in the financial services industry. Vincent is a registered representative of Commonwealth Financial Network, a Registered Investment Advisor (RIA) and member of FINRA/SIPC. Vincent provides a wide range of financial services, including financial planning, retirement planning, investment management, and insurance products. Vincent holds both Series 63 and 65 licenses, as well as Series 7 and Series 26.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CT
04/26/2021 - Present
Commonwealth Financial Network (Southington CT)
CT
03/27/2009 - 04/23/2021
WELLS FARGO CLEARING SERVICES, LLC (PLANTSVILLE CT)
CT
10/20/2004 - 03/31/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (SOUTHINGTON CT)
NY
09/25/2000 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
MA
07/10/2000 - 09/25/2000
FIS SECURITIES, INC. (BOSTON MA)
IA
Issued 08/30/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/13/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/28/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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