Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vincent? Claim Your ProfileVincent Gioeni is a financial advisor at Fidelity Personal And Workplace Advisors. Vincent has been in the financial industry for over 30 years and has extensive experience working with a variety of clients, including individuals, families, businesses, and institutions. Vincent is also a registered investment advisor and is licensed to sell securities in Florida and Texas. In addition to providing comprehensive financial planning services, Vincent also offers investment management services to his clients. Vincent is committed to providing his clients with personalized financial advice and investment guidance that is tailored to meet their specific needs and goals.
BOCA RATON, FL
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.
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.
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2
FL
04/29/2022 - Present
Fidelity Personal AND Workplace Advisors (BOCA RATON FL)
FL
10/31/2019 - 12/02/2021
VELOCITY CAPITAL, LLC (Boca Raton FL)
FL
10/22/2019 - 12/02/2021
VELOCITY CLEARING, LLC (Boca Raton FL)
NJ
07/30/2021 - 11/19/2021
TOR BROKERAGE LLC (NORTH BERGEN NJ)
FL
04/22/2016 - 09/06/2019
NOBLE CAPITAL MARKETS, INC. (BOCA RATON FL)
FL
04/01/2016 - 04/15/2016
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (BOCA RATON FL)
NJ
09/17/2014 - 09/23/2015
WINDWARD CAPITAL, INC. (PRINCETON NJ)
FL
09/12/2012 - 11/20/2014
SPEARHEAD CAPITAL, LLC (WELLINGTON FL)
MI
09/24/2008 - 07/17/2012
LEONARD & COMPANY (BIRMINGHAM MI)
FL
08/19/2008 - 09/10/2008
AURA FINANCIAL SERVICES, INC. (W. PALM BEACH FL)
NY
04/07/2008 - 04/24/2008
BONDS.COM, INC. (NEW YORK NY)
FL
06/01/2006 - 11/06/2007
HUDSON SECURITIES,INC. (BOCA RATON FL)
NJ
10/12/2004 - 11/14/2005
SKYEBANC, INC. (SHREWSBURY NJ)
NJ
04/03/2003 - 09/02/2004
CROWN FINANCIAL GROUP, INC. (JERSEY CITY NJ)
FL
11/20/2001 - 11/25/2002
PROGRAM TRADING CORP. (BOCA RATON FL)
FL
03/28/2001 - 10/24/2001
VIEWTRADE SECURITIES, INC. (BOCA RATON FL)
NJ
07/18/1995 - 03/13/2001
KNIGHT SECURITIES, L.P. (JERSEY CITY NJ)
NY
06/21/1995 - 02/27/1998
TRIMARK SECURITIES, L.P. (PURCHASE NY)
NY
02/20/1992 - 05/09/1995
SPEAR, LEEDS & KELLOGG (NEW YORK NY)
NY
02/16/1990 - 03/05/1992
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NJ
11/26/1990 - 08/27/1991
WOLFE & HURST BOND BROKERS INC. (JERSEY CITY NJ)
NY
10/19/1988 - 01/02/1989
INVESTORS CENTER, INC. (HAUPPAGUE NY)
NY
10/19/1988 - 11/07/1988
WALL STREET CLEARING COMPANY (NEW YORK NY)
BOTH
Issued 4/11/2022
Series 66 - Uniform Combined State Law Examination
IA
Issued 9/2/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/14/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/29/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 4/4/1997
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/15/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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