Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vincent? Claim Your ProfileVincent Amalfitano is a financial advisor at Raymond James Financial Services Advisors, Inc. Vincent has been in the industry since 1999. Vincent is registered with the Securities and Exchange Commission (SEC) as an Investment Advisor Representative (IAR). Vincent is also registered with the following states: California, Colorado, Delaware, Florida, New Jersey, New York, Ohio, Pennsylvania, and Virginia. Vincent is licensed to sell securities and investment advisory products. Vincent has a Series 66 license and a Series 7 license. Vincent is also a member of the Financial Industry Regulatory Authority (FINRA). Vincent has worked with individuals, families, businesses, and institutions. Vincent provides financial planning, investment management, and retirement planning services. Vincent also offers educational seminars and workshops on a variety of financial topics. 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.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
PA
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (Exton PA)
PA
07/01/2004 - 02/26/2008
GENEOS WEALTH MANAGEMENT, INC. (POTTSTOWN PA)
CO
03/31/2004 - 07/13/2004
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
NY
10/12/1998 - 03/28/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
09/10/1997 - 10/13/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 10/17/1997
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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