Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vincent? Claim Your ProfileVincent Lapietra is a financial advisor with over 20 years of experience in the financial services industry. Vincent has a broad range of experience working with a wide variety of clients including individuals, high-net-worth individuals, corporations and institutions, trusts, estates, pension and profit-sharing plans, charitable organizations, and retirement plans. Vincent is currently registered with Wealthcare Advisory Partners LLC and is also licensed in several states. Vincent is a dedicated advisor who is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
05/13/2019 - Present
Wealthcare Advisory Partners LLC (WEST CHESTER PA)
TX
10/11/2011 - 02/03/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DALLAS TX)
TX
02/08/2005 - 07/20/2006
PULSE TRADING, INC. (DALLAS TX)
NY
02/10/2003 - 01/25/2005
JEFFERIES & COMPANY, INC. (NEW YORK NY)
NY
04/20/2000 - 02/04/2003
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
03/08/1999 - 04/17/2000
WASSERSTEIN PERELLA SECURITIES, INC. (NEW YORK NY)
NY
10/01/1997 - 01/29/1999
NATIONSBANC MONTGOMERY SECURITIES LLC (NEW YORK NY)
CA
07/03/1996 - 10/01/1997
MONTGOMERY SECURITIES (SAN FRANCISCO CA)
NY
03/20/1995 - 04/02/1996
BARCLAYS DE ZOETE WEDD SECURITIES INC. (NEW YORK NY)
NY
03/19/1993 - 03/09/1995
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
06/19/1992 - 11/18/1992
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
06/19/1992 - 11/18/1992
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 11/14/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/02/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/08/1998
Series 24 - General Securities Principal Examination
BC
Issued 08/01/1994
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2011
Series 7 - General Securities Representative Examination
BC
Issued 11/30/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 05/08/1995
Series 3 - National Commodity Futures Examination
BC
Issued 06/18/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Vincent Lapietra is the right advisor for you? Invested Better is here to help.
