Unclaimed
Vincent Farasciano is an investment advisor representative with Innovative Wealth Management. Vincent has been in the financial services industry since 1998. Vincent holds licenses in Connecticut, New York, Pennsylvania, and Texas. Vincent's areas of specialization are financial planning, pension consulting, and portfolio management for individuals.
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.
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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2
CT
06/21/2021 - Present
Innovative Wealth Management (TRUMBULL CT)
CT
05/26/2016 - 04/15/2020
BANKERS LIFE SECURITIES, INC. (MILFORD CT)
CT
06/01/2010 - 05/26/2016
PROEQUITIES, INC. (MILFORD CT)
CT
06/01/2005 - 05/14/2010
UVEST FINANCIAL SERVICES GROUP, INC. (MILFORD CT)
MO
07/16/2004 - 05/18/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
TX
10/02/2003 - 01/08/2004
AFS BROKERAGE, INC. (AUSTIN TX)
MA
03/19/2001 - 09/16/2002
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
03/19/2001 - 09/16/2002
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NY
07/19/2000 - 02/09/2001
EWEALTH SECURITIES, INC. (WHITE PLAINS NY)
NJ
09/03/1999 - 08/01/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
12/03/1998 - 08/26/1999
FIRST REPUBLIC GROUP, LLC (NEW YORK NY)
IA
Issued 09/24/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/22/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/05/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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