Unclaimed
Vincent Signorile is a financial advisor with over 35 years of experience. Vincent is currently registered with Raymond James & Associates, Inc. and has been with them since May 2022. Prior to that, Vincent worked at Janney Montgomery Scott LLC. Vincent holds the Series 7, Series 63, and SIE licenses. Vincent has a Certified Financial Planner designation. Vincent specializes in providing financial planning, portfolio management, and pension consulting services to a variety of clients including individuals, businesses, corporations, charitable organizations, insurance companies, 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.
Please see note in schedule d - miscellaneous
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.
1
2
NY
07/24/2024 - Present
Raymond James & Associates, Inc. (NEW YORK NY)
NY
11/13/1987 - 05/23/2022
JANNEY MONTGOMERY SCOTT LLC (NEW YORK NY)
NA
03/12/1987 - 10/22/1987
MARSHALL DAVIS, INC.
BC
Issued 04/27/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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