Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vincent? Claim Your ProfileVincent Eugene Martino is a financial advisor with over 17 years of experience in the industry. Vincent is currently registered with LPL Financial LLC and has also been previously affiliated with firms including HSBC Securities (USA) Inc. and Citigroup Global Markets Inc. Vincent holds licenses including Series 6, 7, 63, and 65, and has a strong background in investment advisory services. Vincent specializes in working with a wide range of clients including high-net-worth individuals, corporations, and pension and profit-sharing plans.
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.
Consulting and other non-discretionary advisory services
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
NY
08/03/2021 - Present
LPL Financial LLC (LARCHMONT NY)
NY
10/17/2022 - 10/04/2023
FINANCIAL RESOURCES GROUP INVESTMENT SERVICES, LLC (Larchmont NY)
NY
04/02/2008 - 09/30/2016
HSBC SECURITIES (USA) INC. (MAMARONECK NY)
CT
05/29/2007 - 10/18/2007
CITIGROUP GLOBAL MARKETS INC. (STAMFORD CT)
CT
04/12/2006 - 05/29/2007
CITICORP INVESTMENT SERVICES (STAMFORD CT)
IA
Issued 06/28/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/27/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2013
Series 7 - General Securities Representative Examination
BC
Issued 04/11/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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