Unclaimed
Vincent Charles Renda is a financial advisor with Edward Jones. Vincent has been in the financial services industry since January 2006. Vincent is a Certified Financial Planner and holds a Series 63, Series 7, and SIE license. Vincent is registered in 21 states, including New York, Texas, and California, where Vincent specializes in providing financial planning services for individuals, businesses, and retirement planning. Vincent has also registered as an Investment Advisor Representative in New York and Texas. Vincent also manages real estate rental properties.
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.
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.
See schedule d - miscellaneous
1
2
NY
02/18/2019 - Present
Edward Jones (Sunnyside NY)
BC
Issued 01/19/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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