Unclaimed
Vincent Marbury is a financial advisor with over 25 years of experience in the financial services industry. Vincent is currently registered with Stonex Advisors Inc. and Stonex Securities Inc. Vincent has held previous positions with WRP INVESTMENTS, INC., MAIN STREET MANAGEMENT COMPANY, AMERICAN SKANDIA MARKETING, INC., METLIFE SECURITIES INC., and METROPOLITAN LIFE INSURANCE COMPANY. Vincent specializes in providing financial consulting services, financial planning, and portfolio management. Vincent is licensed in multiple states.
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.
Financial consulting 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.
A percentage of the total value of assets under management is charged.
1
2
CT
01/30/2015 - Present
Stonex Advisors Inc. (Stratford CT)
CT
05/20/2004 - 09/12/2014
WRP INVESTMENTS, INC. (STRATFORD CT)
MA
09/12/2001 - 05/20/2004
MAIN STREET MANAGEMENT COMPANY (BOSTON MA)
CT
03/09/1998 - 06/11/2001
AMERICAN SKANDIA MARKETING, INC. (SHELTON CT)
MA
10/11/1991 - 05/09/1997
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
10/11/1991 - 05/09/1997
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 10/06/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/13/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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