Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vincent? Claim Your ProfileVincent Egan is a financial advisor with Benjamin F. Edwards & Company, Inc.. Vincent has over 20 years of experience in the financial services industry. Vincent specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations. Vincent is registered with the state of New Jersey as an Investment Advisor Representative and a Registered Representative.
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.
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
MO
07/02/2013 - Present
Benjamin F. Edwards & Company, Inc. (ST. LOUIS MO)
NJ
01/01/2008 - 07/03/2013
WELLS FARGO ADVISORS, LLC (MORRISTOWN NJ)
NJ
09/12/2006 - 01/03/2008
A. G. EDWARDS & SONS, INC. (MORRISTOWN NJ)
NJ
08/31/2006 - 09/13/2006
AXA ADVISORS, LLC (MORRISTOWN NJ)
NJ
07/16/2003 - 08/21/2006
A. G. EDWARDS & SONS, INC. (MORRISTOWN NJ)
NJ
04/17/2001 - 07/15/2003
C. J. M. PLANNING CORP. (POMPTON LAKES NJ)
BOTH
Issued 02/02/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/21/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/19/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/03/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2003
Series 7 - General Securities Representative Examination
BC
Issued 04/16/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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