Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vincent? Claim Your ProfileVincent Donato is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Vincent has been in the industry since 1976 and has been registered with Wells Fargo Advisors, LLC, A. G. Edwards & Sons, Inc., Morgan Stanley DW Inc., Prudential Securities Incorporated, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Merrill Lynch, Pierce, Fenner & Smith, Inc., and Wood, Struthers & Winthrop Inc. Vincent is registered in Arkansas, Colorado, Connecticut, Florida, Idaho, Massachusetts, Mississippi, New Jersey, New York, Ohio, and Pennsylvania. Vincent specializes in providing investment advisory services to individuals, businesses, and institutions. In addition to investment advisory services, Vincent also provides financial planning services. Vincent is a dedicated and experienced advisor with a commitment to helping clients achieve their financial goals.
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.
Investment consulting services to institutional clients
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
NJ
08/14/2015 - Present
Wells Fargo Advisors Financial Network, LLC (FAIRFIELD NJ)
NJ
01/01/2008 - 08/17/2015
WELLS FARGO ADVISORS, LLC (FAIRFIELD NJ)
NJ
02/24/2006 - 01/03/2008
A. G. EDWARDS & SONS, INC. (FAIRFIELD NJ)
NJ
11/14/1994 - 02/27/2006
MORGAN STANLEY DW INC. (FAIRFIELD NJ)
NY
05/21/1984 - 11/10/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
09/26/1978 - 06/09/1984
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
08/18/1976 - 09/26/1978
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
NA
10/22/1974 - 02/24/1975
WOOD, STRUTHERS & WINTHROP INC.
BC
Issued 12/19/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/27/1984
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/1988
Series 3 - National Commodity Futures Examination
BC
Issued 09/08/1977
PC - AMEX Put and Call Exam
BC
Issued 10/10/1974
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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