Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vincent? Claim Your ProfileVincent LaFata is a financial advisor with Navy Federal Investment Services, LLC. Vincent has over 4 years of experience in the financial services industry. Vincent has a Series 66 license and is registered to provide investment advice in Arizona, California, Colorado, and Nevada. Prior to joining Navy Federal Investment Services, LLC, Vincent worked as a financial advisor at J.P. Morgan Securities LLC and USAA Investment Services Company. Vincent also worked as a life insurance broker, driver for Lyft and Uber and also worked as a plasma donor at Biolife. Vincent focuses on providing financial planning, investment advice, and portfolio management services to individuals and businesses. Vincent is committed to helping clients 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.
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.
A percentage of the total value of assets under management is charged.
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AZ
02/05/2025 - Present
Navy Federal Investment Services, LLC (Goodyear AZ)
AZ
10/02/2020 - 09/18/2021
J.P. MORGAN SECURITIES LLC (Tempe AZ)
AZ
06/08/2020 - 07/22/2020
USAA INVESTMENT SERVICES COMPANY (Phoenix AZ)
AZ
03/31/2020 - 06/08/2020
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
WV
01/28/2019 - 02/12/2020
EDWARD JONES (MORGANTOWN WV)
BOTH
Issued 05/03/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/28/2019
Series 7TO - General Securities Representative Examination
BC
Issued 01/03/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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