Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vincent? Claim Your ProfileVincent DePaola is a financial advisor with Edward Jones. Vincent has been in the financial services industry since 2008. Vincent has a Series 66, Series 7, and SIE license. Vincent is registered to offer securities and investment advice in Arizona, California, Colorado, Connecticut, Delaware, Florida, Illinois, Kentucky, Maryland, Massachusetts, Missouri, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Texas, Virginia, and Washington. Vincent’s firm, Edward Jones, is a financial services firm with a network of over 19,000 financial advisors. Edward Jones provides a range of financial services, including investment advice, retirement planning, and estate 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.
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
NJ
10/01/2020 - Present
Edward Jones (ORADELL NJ)
NY
11/19/2008 - 03/19/2019
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
NY
05/23/2008 - 12/11/2008
MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)
BOTH
Issued 02/11/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Vincent Depaola is the right advisor for you? Invested Better is here to help.
