Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vincent? Claim Your ProfileVincent Michael D'Addona is an investment advisor representative with Bull Harbor Capital LLC, a firm with offices in Las Vegas, Nevada and Bethesda, Maryland. Vincent has been in the financial services industry since 1979. Vincent holds a Series 63, Series 65, Series 7, Series 3, Series 22 and Series 6 licenses. Vincent is a Chartered Financial Consultant. Vincent's experience includes working with high-net-worth individuals, corporations, and other businesses. Vincent specializes in providing financial planning, portfolio management, and pension consulting services. Vincent works with a wide range of clients, including high-net-worth individuals, corporations, and other businesses.
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.
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.
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NV
09/29/2023 - Present
Bull Harbor Capital LLC (Las Vegas NV)
NV
05/03/1999 - 05/31/2023
PARK AVENUE SECURITIES LLC (LAS VEGAS NV)
NY
11/15/1981 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
IA
Issued 06/11/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/17/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/1987
Series 3 - National Commodity Futures Examination
BC
Issued 04/20/1985
Series 7 - General Securities Representative Examination
BC
Issued 07/19/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/30/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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