Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vincent? Claim Your ProfileVincent Jean-philippe Lemoine is an investment advisor representative and financial advisor at City National Rochdale. Vincent is also a Chartered Financial Analyst and has been in the industry since 2013. Vincent has experience with various investment strategies, including portfolio management for businesses and individuals.
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.
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.
Strategic management for diversified investment portfolios.
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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CA
01/24/2022 - Present
City National Rochdale (San Francisco CA)
BC
Issued 10/31/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/28/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/08/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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