Unclaimed
Vincent Dipiero is a financial advisor with Edward Jones, a firm with over $824 billion in assets under management. Vincent has been in the financial industry since 2017 and holds a Series 7, Series 66 and SIE licenses. Vincent specializes in working with high-net-worth individuals, corporations, and small businesses. Vincent provides a variety of services including financial planning, portfolio management, and pension consulting. Vincent's firm, Edward Jones, is committed to providing personalized financial guidance and advice.
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
MO
04/22/2021 - Present
Edward Jones (ST. LOUIS MO)
BOTH
Issued 08/14/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2017
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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