Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vincent? Claim Your ProfileVincent Munno is a financial advisor with Simplicity Wealth, a firm that provides financial planning, educational seminars, publication of periodicals, selection of other advisers, portfolio management for businesses and individuals. Vincent is a CERTIFIED FINANCIAL PLANNER™ professional and has been in the industry since December 2, 1990. Vincent has previously worked with Mutual Trust Company of America Securities, The Leaders Group, Inc., ING Financial Partners, Inc., and Locust Street Securities, Inc.
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.
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.
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
11/14/2024 - Present
Simplicity Wealth (Clearwater FL)
FL
12/03/1990 - 09/06/2023
MUTUAL TRUST COMPANY OF AMERICA SECURITIES (Clearwater FL)
FL
01/02/2015 - 12/31/2015
THE LEADERS GROUP, INC. (Clearwater FL)
FL
01/01/2004 - 08/16/2010
ING FINANCIAL PARTNERS, INC. (CLEARWATER FL)
IA
08/15/2002 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
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 01/06/2004
Series 7 - General Securities Representative Examination
BC
Issued 11/30/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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