Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vincent? Claim Your ProfileVincent Martino is a financial professional with over 20 years of experience in the financial services industry. Vincent is a CERTIFIED FINANCIAL PLANNER™ professional and holds multiple securities licenses. Vincent's experience includes working for various financial institutions including Merrill Lynch, Citigroup Global Markets Inc., UBS PaineWebber Inc., American Express Financial Advisors Inc., IDS Life Insurance Company, R A F Financial Corporation, Infinex Investments, Inc., MetLife Securities Inc., Empire Asset Management Company, Pruco Securities, LLC, and Ameriprise Financial Services, LLC. Vincent is currently registered to provide investment advisory and brokerage services in multiple states.
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
CT
12/12/2022 - Present
Ameriprise Financial Services, LLC (Old Saybrook CT)
CT
07/31/2019 - 12/09/2022
PRUCO SECURITIES, LLC. (Glastonbury CT)
NY
01/20/2016 - 08/22/2019
EMPIRE ASSET MANAGEMENT COMPANY (NEW YORK NY)
CT
07/12/2013 - 01/25/2016
METLIFE SECURITIES INC. (GLASTONBURY CT)
CT
01/16/2013 - 07/17/2013
INFINEX INVESTMENTS, INC. (WEST HARTFORD CT)
CT
01/02/2009 - 12/11/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HARTFORD CT)
CT
07/16/2002 - 01/21/2009
CITIGROUP GLOBAL MARKETS INC. (HARTFORD CT)
NJ
12/22/2000 - 07/29/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
MN
06/09/1998 - 12/05/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/09/1998 - 12/05/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
CO
09/04/1997 - 12/17/1997
R A F FINANCIAL CORPORATION (DENVER CO)
IA
Issued 06/30/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/02/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 09/03/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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