Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vincent? Claim Your ProfileVincent Francis Cuomo is a registered Investment Advisor Representative associated with Pursuit Wealth Managment LLC. The firm's main office is located in PALM BEACH GARDENS, Florida. Vincent Cuomo has over 20 years of experience in the financial services industry. Vincent is also a member of the Florida Bar and serves on the Florida Bar Foundation Investment Committee. Vincent has been an Investment Advisor Representative since June 2022.
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.
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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FL
08/10/2023 - Present
Pursuit Wealth Managment LLC (PALM BEACH GARDENS FL)
NY
06/05/2008 - 12/31/2009
MBSC SECURITIES CORPORATION (NEW YORK NY)
FL
08/14/2007 - 11/14/2007
MORGAN KEEGAN & COMPANY, INC. (JUPITER FL)
FL
01/02/2004 - 08/13/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JUPITER FL)
NY
07/03/2002 - 12/02/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
04/26/2000 - 07/03/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NJ
06/02/1999 - 05/10/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 07/03/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/11/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/01/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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