Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vincent? Claim Your ProfileVincent Fiorentino is a financial advisor who is registered with Wells Fargo Clearing Services, LLC. Vincent has been working in the financial industry since 1986. Vincent has been associated with Wells Fargo Clearing Services, LLC since 2020, but has also worked for other firms including UBS Financial Services Inc. and Citigroup Global Markets Inc. Vincent specializes in investment consulting services to institutional clients and offers financial planning, pension consulting, and portfolio management for both individuals and businesses.
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.
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2
CT
01/28/2020 - Present
Wells Fargo Clearing Services, LLC (GREENWICH CT)
CT
03/31/2009 - 01/28/2020
UBS FINANCIAL SERVICES INC. (STAMFORD CT)
CT
07/31/1993 - 04/20/2009
CITIGROUP GLOBAL MARKETS INC. (GREENWICH CT)
NY
09/24/1986 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 05/13/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/30/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/1986
Series 3 - National Commodity Futures Examination
BC
Issued 09/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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