Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vincent? Claim Your ProfileVincent Smith is a registered investment advisor representative with Fiducient Advisors LLC in the state of Massachusetts. Vincent has been in the financial services industry since 2000, beginning his career with Diversified Investors Securities Corp. in Harrison, NY. Vincent has passed both the Series 6 and Series 63 exams and holds the Series 65 license. He has experience working with a variety of clients, including charitable organizations, high-net-worth individuals, pension and profit-sharing plans, and corporations. Vincent Smith's practice focuses on providing investment consulting services to individuals and non-profit organizations.
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.
Investment consulting for individuals and non profit organizations
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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RI
07/03/2024 - Present
Fiducient Advisors LLC (PROVIDENCE RI)
MA
11/30/2010 - 07/22/2011
LPL FINANCIAL LLC (BOSTON MA)
MA
06/30/2010 - 11/30/2010
NRP FINANCIAL, INC. (BOSTON MA)
MA
08/30/2001 - 06/14/2010
CAMMACK LARHETTE BROKERAGE, INC. (WELLESLEY MA)
NY
07/31/2000 - 08/31/2001
DIVERSIFIED INVESTORS SECURITIES CORP. (HARRISON NY)
IA
Issued 06/30/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/25/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/28/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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