Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vincent? Claim Your ProfileVincent Charles Meleco is a financial advisor with over 47 years of experience in the industry. Vincent currently works at LPL Financial LLC and is located in Albany, NY. Vincent has a strong background in the financial services industry, having previously held positions at firms such as PURSHE KAPLAN STERLING INVESTMENTS, WELLS FARGO CLEARING SERVICES, LLC and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Vincent is a Series 7, Series 63, Series 65 and SIE licensed professional. Vincent has a wide range of experience in providing financial advice to individuals, businesses, and institutions.
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.
Consulting and other non-discretionary advisory services
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
NY
03/30/2023 - Present
LPL Financial LLC (ALBANY NY)
NY
11/28/2017 - 03/29/2023
PURSHE KAPLAN STERLING INVESTMENTS (ALBANY NY)
NY
04/02/2008 - 07/21/2017
WELLS FARGO CLEARING SERVICES, LLC (ALBANY NY)
NY
09/26/1978 - 04/04/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ALBANY NY)
NA
11/20/1975 - 09/26/1978
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
IA
Issued 11/05/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/01/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/1977
PC - AMEX Put and Call Exam
BC
Issued 11/15/1975
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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