Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vincent? Claim Your ProfileVincent Ernest Zullo is a financial advisor currently registered with Lion Street Advisors, LLC. Vincent has over 20 years of experience in the financial industry, with previous registrations including BPU INVESTMENT MANAGEMENT INC., MID ATLANTIC CAPITAL CORPORATION, and PARK AVENUE SECURITIES LLC. Vincent holds a Series 6, 63, and 65 licenses and has experience providing financial planning, pension consulting, and portfolio management for both individuals and businesses. Vincent also provides selection of other advisers.
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.
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2
NJ
12/13/2019 - Present
Lion Street Advisors, LLC (Red Bank NJ)
PA
08/30/2016 - 03/15/2019
BPU INVESTMENT MANAGEMENT INC. (Pittsburgh PA)
NJ
05/27/2008 - 08/29/2016
MID ATLANTIC CAPITAL CORPORATION (SOUTH PLAINFIELD NJ)
NJ
05/03/1999 - 05/30/2008
PARK AVENUE SECURITIES LLC (SOUTH PLAINFIELD NJ)
NY
03/05/1997 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
IA
Issued 12/13/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/09/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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