Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vincent? Claim Your ProfileVincent Grenier has been in the financial services industry since November 1995. He is currently registered with Wells Fargo Advisors Financial Network, LLC, and has been with the firm since January 2013. Vincent is a Certified Financial Planner and is also a registered representative with the Financial Industry Regulatory Authority (FINRA). He holds the Series 63, 65, 7, 24, 31 and SIE licenses.
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
MA
01/11/2013 - Present
Wells Fargo Advisors Financial Network, LLC (CHATHAM MA)
NJ
07/05/1996 - 01/14/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FLORHAM PARK NJ)
NJ
03/22/1996 - 06/28/1996
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
01/23/1996 - 03/20/1996
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
11/09/1995 - 01/17/1996
VTR CAPITAL, INC. (NEW YORK NY)
IA
Issued 08/29/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/15/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/30/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 11/08/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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