Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vincent? Claim Your ProfileVincent Kubilus is an active financial advisor in the securities and investment advisory industry with over 11 years of experience. Vincent has held registrations as a Registered Representative in PA and TX and has a Series 6, Series 7, Series 63 and Series 66. Vincent has a history of working at Invest Financial Corporation, Infinex Investments, Inc. and Peoples Security Bank & Trust. Vincent is currently a Registered Representative at LPL Financial LLC in the NICHOLSON, PA branch. LPL Financial LLC is a large financial firm, with more than $50 billion in assets under management. LPL Financial LLC provides a range of financial services, including financial planning, portfolio management, and pension consulting.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
11/23/2021 - Present
LPL Financial LLC (NICHOLSON PA)
PA
04/07/2015 - 12/31/2015
INFINEX INVESTMENTS, INC. (Tunkhannock PA)
PA
10/12/2011 - 03/25/2015
INVEST FINANCIAL CORPORATION (DUNMORE PA)
BOTH
Issued 07/07/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/09/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/2014
Series 7 - General Securities Representative Examination
BC
Issued 10/11/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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