Unclaimed
Vincent Gulotti is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Vincent has been in the financial industry since 2006. Vincent is licensed to provide financial advice in Delaware. The firm has offices in Wilmington, DE. Vincent has worked for the firm since August 2020. Previously Vincent worked for Chatham Bay Group and THE GMS GROUP, LLC.
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.
1
2
DE
07/22/2021 - Present
Wells Fargo Advisors Financial Network, LLC (WILMINGTON DE)
PA
01/23/2006 - 04/19/2016
THE GMS GROUP, LLC (SPRINGFIELD PA)
NY
12/10/1996 - 08/08/1997
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
06/07/1993 - 11/14/1996
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BOTH
Issued 07/22/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/30/2006
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/25/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/09/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/19/2021
Series 7TO - General Securities Representative Examination
BC
Issued 11/24/2020
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2006
Series 7 - General Securities Representative Examination
BC
Issued 12/17/1993
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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