Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vincent? Claim Your ProfileVincent Kasievich is a financial advisor at Stifel, Nicolaus & Company, Inc. Vincent has over 40 years of experience in the financial services industry. Vincent specializes in providing financial planning, portfolio management, and investment advisory services to individuals, families, and businesses. Vincent is a Certified Financial Planner™ and is registered to offer securities and investment advisory services in multiple states.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
10/12/2016 - Present
Stifel, Nicolaus & Company, Inc. (BETHEL PARK PA)
PA
04/29/2002 - 07/31/2007
RYAN BECK & CO. (PITTSBURGH PA)
NY
08/21/1984 - 05/13/2002
GRUNTAL & CO., L.L.C. (NEW YORK NY)
NA
09/26/1978 - 09/07/1984
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
06/01/1978 - 09/26/1978
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
IA
Issued 06/30/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/24/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/01/2002
Series 24 - General Securities Principal Examination
BC
Issued 02/25/1991
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/1985
Series 3 - National Commodity Futures Examination
BC
Issued 05/20/1978
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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