Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vincent? Claim Your ProfileVincent Magee has been working in the financial services industry since August 1996. Currently, Vincent is a registered representative and investment advisor representative at Ameriprise Financial Services, LLC. Vincent has previously worked with Raymond James & Associates, Inc., Morgan Stanley & Co. Incorporated, Morgan Stanley, and A. G. Edwards & Sons, Inc. Vincent holds the Series 7, Series 31, and Series 63 licenses, as well as the SIE Exam. Vincent's areas of expertise include asset allocation services, financial planning, pension consulting, educational seminars, portfolio management for businesses and individuals, and the selection of other advisors.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
FL
07/30/2018 - Present
Ameriprise Financial Services, LLC (Marco Island FL)
FL
06/01/2009 - 07/31/2018
MORGAN STANLEY (MARCO ISLAND FL)
FL
11/11/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (NAPLES FL)
FL
12/15/1998 - 12/10/2008
RAYMOND JAMES & ASSOCIATES, INC. (MARCO ISLAND FL)
MO
09/05/1996 - 12/19/1998
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NJ
08/10/1996 - 09/05/1996
J.W. BARCLAY & CO., INC. (WOODBRIDGE NJ)
BC
Issued 08/20/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 07/31/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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