Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vincent? Claim Your ProfileVincent Marchione is an experienced financial advisor with Ameriprise Financial Services, LLC. Vincent has been in the industry since 1991 and has a strong track record of success in helping clients achieve their financial goals. Vincent has been registered with several financial institutions including Comerica Securities, Merrill Lynch, Pierce, Fenner & Smith Incorporated and Banc of America Investment Services, Inc. Vincent is dedicated to providing personalized financial advice and guidance to help clients make informed decisions about their investments.
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.
Asset allocation services
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.
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2
TX
11/03/2023 - Present
Ameriprise Financial Services, LLC (Dallas TX)
TX
03/25/2010 - 11/03/2023
COMERICA SECURITIES (PLANO TX)
TX
10/23/2009 - 02/17/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PLANO TX)
TX
10/20/2004 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (ADDISON TX)
TX
03/30/2007 - 04/03/2007
AMERIPRISE FINANCIAL SERVICES, INC. (DALLAS TX)
NY
07/16/2001 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
NY
07/12/1999 - 05/18/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
RI
10/28/1991 - 07/21/1999
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
MA
04/03/1991 - 08/12/1991
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
04/03/1991 - 08/12/1991
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NA
12/06/1989 - 01/04/1990
SCHWEITZER & COMPANY
NA
11/09/1987 - 12/12/1987
J. W. GANT & ASSOCIATES, INC.
IA
Issued 12/02/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/03/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/25/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/14/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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