Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vincent? Claim Your ProfileVincent Cardullo is a financial advisor with over 30 years of experience in the industry. Vincent is registered with LPL Financial LLC and has a strong track record of helping clients achieve their financial goals. Vincent's previous experience includes roles with Waterstone Financial Group, Inc., Worthmark Financial Services, LLC, Trusted Securities Advisors Corp., Terra Securities Corporation, and Royce Investment Group, Inc. Vincent is committed to providing personalized financial advice and building long-lasting relationships with clients.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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NY
08/03/2021 - Present
LPL Financial LLC (LINDENHURST NY)
NY
07/22/2005 - 09/08/2009
WATERSTONE FINANCIAL GROUP, INC. (LINDENHURST NY)
MN
10/20/2003 - 07/25/2005
WORTHMARK FINANCIAL SERVICES, LLC (ST. PAUL MN)
NY
10/04/2001 - 10/08/2003
TRUSTED SECURITIES ADVISORS CORP. (NEW YORK NY)
IL
09/22/1999 - 09/14/2001
TERRA SECURITIES CORPORATION (SCHAUMBURG IL)
NY
08/04/1994 - 09/09/1999
ROYCE INVESTMENT GROUP, INC. (WOODBURY NY)
NY
08/30/1988 - 03/26/1994
ROYCE INVESTMENT GROUP, INC. (WOODBURY NY)
BC
Issued 09/08/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/11/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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