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Vincent John Villani

PHX Financial, Inc.

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About Vincent John Villani

Vincent Villani is a financial advisor with Phx Financial, Inc. He is licensed to provide financial advice in 41 states and has been in the industry since June 27, 2007. Vincent holds the Series 63, Series 7 and SIE exams.

Firm Information

Vincent Villani is currently registered with PHX Financial, Inc.. PHX Financial, Inc. is a Corporation formed in December 2006. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has been involved in 3 regulatory events and 2 arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

65

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 Villani’s Registration & Firm History

NY

06/03/2022 - Present

PHX Financial, Inc. (NEW YORK NY)

NY

03/21/2014 - 06/06/2022

NATIONAL SECURITIES CORPORATION (NEW YORK NY)

NY

09/26/2012 - 03/25/2014

JOSEPH GUNNAR & CO. LLC (NEW YORK NY)

NY

06/25/2012 - 09/28/2012

JOHN THOMAS FINANCIAL (NEW YORK NY)

NY

11/07/2011 - 07/20/2012

OBSIDIAN FINANCIAL GROUP, LLC (WOODBURY NY)

NY

09/09/2003 - 12/18/2006

AMERICAN CAPITAL PARTNERS, LLC (HAUPPAUGE NY)

NY

07/30/2002 - 04/21/2003

AMERICAN CAPITAL PARTNERS, LLC (HAUPPAUGE NY)

NY

03/21/2002 - 07/30/2002

MILESTONE FINANCIAL SERVICES, INC. (BOHEMIA NY)

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Licenses & Designations

BC

Issued 11/14/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/06/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 4 public disclosures for Vincent John Villani. Review regulatory record here.
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