Unclaimed
Vincent Primavera is a financial advisor with LPL Financial LLC. Vincent has been in the industry since 2011 and holds a Series 66, Series 7 and SIE. Vincent is currently registered to provide investment advice in New Jersey and Texas. Vincent has previously worked with PNC Investments, ScotTrade, Inc., Principal Securities, Inc., Edward Jones, TD Ameritrade, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Vincent is able to provide a wide range of investment and financial services, including financial planning, pension consulting, educational seminars, and portfolio management for both individuals and 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.
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
NJ
02/27/2023 - Present
LPL Financial LLC (MT. LAUREL NJ)
NJ
10/13/2016 - 03/01/2023
PRINCIPAL SECURITIES, INC. (Marlton NJ)
NJ
08/31/2015 - 10/27/2016
SCOTTRADE, INC. (SEWELL NJ)
NJ
09/08/2014 - 08/24/2015
PNC INVESTMENTS (VINELAND NJ)
NJ
12/09/2013 - 06/11/2014
EDWARD JONES (MANTUA NJ)
NJ
07/09/2012 - 12/11/2013
TD AMERITRADE, INC. (MARLTON NJ)
NJ
07/19/2011 - 06/28/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
BOTH
Issued 09/19/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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