Unclaimed
Vincent Marino is a registered representative and investment advisor representative with Edward Jones. Vincent has been in the securities industry since February 29, 2000. Vincent has a Series 63, Series 66 and Series 7 license, along with the SIE exam. Vincent currently has registrations in 28 states, including Florida and Texas. Vincent's firm, Edward Jones, is a large firm with over $800 billion in assets under management. Edward Jones is a well-known firm that provides financial services to individuals and families. They offer financial planning, investment management, and other services.
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.
See schedule d - miscellaneous
1
2
FL
01/16/2019 - Present
Edward Jones (DAVIE FL)
BOTH
Issued 03/23/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/02/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/29/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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