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Vincent John Passananti

Pensionmark Securities, LLC

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About Vincent John Passananti

Vincent John Passananti is a registered representative with Pensionmark Securities, LLC. Vincent has over 50 years of experience in the financial services industry. He has held various positions in the industry, including working as a representative for Meridian Financial Group, Inc., Mutual Benefit Financial Service Company, and Lauderdale Investment Company. Vincent has a strong track record of providing investment advice to clients and is committed to helping his clients achieve their financial goals.

Firm Information

Vincent Passananti is currently registered with Pensionmark Securities, LLC. Pensionmark Securities, LLC is a Limited Liability Company formed on April 22, 2016. The firm is registered with the SEC and in 46 states.

Not reported

Assets Under Management

Not reported

Total Clients

30

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Vincent Passananti’s Registration & Firm History

RI

12/11/2018 - Present

Pensionmark Securities, LLC (Warwick RI)

RI

12/18/2018 - 03/29/2022

MERIDIEN FINANCIAL GROUP, INC. (PROVIDENCE RI)

RI

12/16/1986 - 12/12/2018

MERIDIEN FINANCIAL GROUP, INC. (PROVIDENCE RI)

NA

07/30/1984 - 07/15/1986

MUTUAL BENEFIT FINANCIAL SERVICE COMPANY

NA

12/06/1983 - 07/30/1984

LAUDERDALE INVESTMENT COMPANY

NA

01/12/1973 - 05/03/1983

MUTUAL BENEFIT FINANCIAL SERVICE COMPANY

NA

02/02/1970 - 03/11/1974

INDUSTRY SAVINGS PLANS, INC.

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Licenses & Designations

BC

Issued 11/28/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 01/02/2023

Series 7TO - General Securities Representative Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/27/1970

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Vincent John Passananti.
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