Unclaimed
Vincent Michael Camarota is a financial advisor with Raymond James Financial Services Advisors, Inc. located in Danbury, Connecticut. Vincent has been in the financial services industry since December 1998 and has a broad range of experience in providing financial guidance. Vincent holds a Series 6, 7, 31, and 63 license. He is also registered as an Investment Advisor Representative in Connecticut and Texas. In addition to his work with Raymond James, Vincent is also an associate for Union Savings Bank and Weath Group Financial Advisors. Vincent's focus is on providing financial services and products to individuals and businesses. He 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.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
CT
09/19/2018 - Present
Raymond James Financial Services Advisors, Inc. (Danbury CT)
CT
05/09/2014 - 09/10/2018
WELLS FARGO CLEARING SERVICES, LLC (MONROE CT)
CT
06/01/2009 - 05/27/2014
MORGAN STANLEY (GREENWICH CT)
CT
07/06/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (GREENWICH CT)
CT
12/07/2004 - 07/23/2007
CITIGROUP GLOBAL MARKETS INC. (WESTPORT CT)
CT
12/09/1998 - 12/09/2004
PEOPLE'S SECURITIES, INC. (BRIDGEPORT CT)
IA
Issued 02/21/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/04/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 08/12/1999
Series 7 - General Securities Representative Examination
BC
Issued 12/04/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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