Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vincent? Claim Your ProfileVincent Sobocinski is an Investment Advisor Representative at Stratos Wealth Advisors LLC. Vincent has a Series 7TO, Series 65 and SIE licenses. Vincent has over 15 years of experience in the financial services industry. Vincent has been with Stratos Wealth Advisors LLC since May 2023. Vincent offers a variety of financial services, including financial planning, portfolio management, pension consulting, and educational seminars. Vincent is committed to providing his clients with personalized financial advice and guidance to help them 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.
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.
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.
Percentage of assets under management with third party managers
1
2
OH
06/07/2023 - Present
Stratos Wealth Advisors LLC (Cincinnati OH)
OH
02/03/2020 - 12/23/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CINCINNATI OH)
IA
Issued 04/21/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/03/2020
Series 7TO - General Securities Representative Examination
BC
Issued 11/20/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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