Unclaimed
Vincent John Iammarino is a financial advisor registered with Wells Fargo Advisors Financial Network, LLC. Vincent has been working in the financial industry since May 1992. Vincent's current registrations are active in New Jersey and New York. Vincent has experience working with individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and insurance companies.
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
NY
07/27/2021 - Present
Wells Fargo Advisors Financial Network, LLC (MELVILLE NY)
NY
01/01/2008 - 04/20/2012
WELLS FARGO ADVISORS, LLC (SMITHTOWN NY)
NY
06/01/1992 - 01/03/2008
A. G. EDWARDS & SONS, INC. (SMITHTOWN NY)
IA
Issued 06/27/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/18/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/16/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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