Unclaimed
Vincent M. Tassone is a registered representative with Raymond James & Associates, Inc. based in Mount Laurel, NJ. Vincent has been in the industry since 2012 and holds Series 66 license. Vincent has been providing strategic guidance and performing administrative functions for Vinni's Pizza West Deptford, LLC since December 2023. In addition to his current role, Vincent has held positions at Regional Investment Advisors, LLC, First Trust Portfolios L.P., First Trust Advisors L.P., Morgan Stanley Smith Barney, Lincoln Financial Advisors and iCapital Markets 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.
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.
Please see note in schedule d - miscellaneous
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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NJ
10/16/2024 - Present
Raymond James & Associates, Inc. (MOUNT LAUREL NJ)
Active
Inactive
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