Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vincent? Claim Your ProfileVincent Graziano is a financial advisor who has been in the industry for over 24 years. Vincent currently works for Wells Fargo Clearing Services, LLC and is registered in Florida and Texas. Vincent has experience with a range of clients, including high-net-worth individuals, corporations and businesses, and charitable organizations. Vincent provides a variety of services, including financial planning, investment management, and investment consulting services to institutional clients. Prior to joining Wells Fargo Clearing Services, LLC, Vincent worked for Morgan Stanley Smith Barney and Morgan Stanley & Co. Incorporated. Vincent holds the Series 7, Series 31, and Series 63 licenses and is a Registered Investment Advisor.
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.
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.
Investment consulting services to institutional clients
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
FL
08/24/2023 - Present
Wells Fargo Clearing Services, LLC (LAND O'LAKES FL)
FL
06/01/2009 - 01/12/2012
MORGAN STANLEY SMITH BARNEY (LUTZ FL)
FL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (LUTZ FL)
FL
06/22/1998 - 04/02/2007
MORGAN STANLEY DW INC. (WEEKI WACHEE FL)
IA
Issued 07/15/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/09/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 06/19/1998
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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