Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vincent? Claim Your ProfileVincent Montanti is a financial advisor who has been in the industry since 2007. He is currently registered with LPL Financial LLC and holds Series 66, 7 and SIE licenses. He is also a Certified Financial Planner and a Chartered Financial Analyst. Vincent has been with LPL Financial LLC since May 2020. Prior to that, he was with FSC Securities Corporation and Invest Financial Corporation. Vincent is registered in 22 states and is active in both Broker-Dealer and Investment Advisor capacities. He offers a variety of financial services including financial planning, portfolio management, educational seminars and consulting.
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.
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2
FL
05/28/2020 - Present
LPL Financial LLC (BOCA RATON FL)
FL
05/15/2015 - 06/01/2020
FSC SECURITIES CORPORATION (BOCA RATON FL)
FL
07/01/2011 - 05/19/2015
INVEST FINANCIAL CORPORATION (BOCA RATON FL)
FL
03/19/2007 - 07/05/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
BOTH
Issued 04/16/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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