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Vincent Frank Gioeni

Fidelity Personal AND Workplace Advisors

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About Vincent Frank Gioeni

Vincent Gioeni is a financial advisor with Fidelity Personal And Workplace Advisors. Vincent has been working in the financial services industry since 1992 and is licensed to provide investment advice in Florida and Texas. Vincent offers a range of financial services, including financial planning, portfolio management for individuals and businesses, and educational seminars. Vincent is dedicated to helping clients achieve their financial goals.

Firm Information

Vincent Gioeni is currently registered with Fidelity Personal AND Workplace Advisors. Fidelity Personal and Workplace Advisors is a large financial services firm with a long history in the industry. They provide a variety of investment and financial planning services to individual and institutional clients, including individuals, high-net-worth individuals, corporations, pension plans, charitable organizations, and state or municipal governments. They are known for their comprehensive investment options, low fees, and extensive resources. Fidelity Personal and Workplace Advisors manages over $818 billion in assets for a diverse client base.
Fidelity Personal AND Workplace Advisors

245 SUMMER STREET, V2A

BOSTON, MA 02210

$818.78B

Assets Under Management

13,624

Total Clients

14,642

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Vincent Gioeni’s Registration & Firm History

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)

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Licenses & Designations

BOTH

Issued 04/11/2022

Series 66 - Uniform Combined State Law Examination

IA

Issued 09/02/2011

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 04/04/1997

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Vincent Frank Gioeni.
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