Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vincent? Claim Your ProfileVincent Donato is a financial professional with experience in the financial services industry. Vincent currently holds the Series 66, 7TO and SIE licenses and is registered as an Investment Advisor Representative with Stratos Wealth Partners, Ltd. Vincent is also registered as an Investment Advisor Representative with Key Investment Services LLC. Prior to joining Stratos Wealth Partners, Ltd., Vincent worked with LPL Financial LLC, where he provided financial services to individuals and families. Vincent has a strong commitment to providing personalized financial advice and helping clients achieve their financial goals. Vincent's specializations include Retirement Planning, College Savings, Estate Planning, Insurance, and Tax Planning.
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.
A percentage of the total value of assets under management is charged.
Percentage of assets under management with third party managers
1
2
OH
11/03/2023 - Present
Stratos Wealth Partners, Ltd. (BEACHWOOD OH)
OH
09/21/2022 - 10/24/2023
KEY INVESTMENT SERVICES LLC (BROOKLYN OH)
OH
06/14/2022 - 09/09/2022
LPL FINANCIAL LLC (INDEPENDENCE OH)
BOTH
Issued 07/28/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/14/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/04/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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