Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vincent? Claim Your ProfileVincent Grimaldi is a financial advisor who has been in the industry since 1998. Currently, Vincent is an Investment Advisor Representative at Cetera Investment Advisers LLC. Previously, Vincent was an Investment Advisor Representative at Citizens Securities, Inc. and a Registered Representative at Santander Securities LLC. Vincent is registered to provide investment advice in Massachusetts, Rhode Island, Florida, New Hampshire, New York, and Pennsylvania.
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.
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
MA
03/21/2024 - Present
Cetera Investment Advisers LLC (FRAMINGHAM MA)
RI
06/03/2016 - 04/10/2018
CITIZENS SECURITIES, INC. (CRANSTON RI)
MA
02/23/2015 - 06/03/2016
SANTANDER SECURITIES LLC (WESTPORT MA)
MA
12/04/2009 - 02/05/2015
INVESTORS CAPITAL CORP. (FRAMINGHAM MA)
MA
09/12/2007 - 12/16/2009
B.B. GRAHAM & COMPANY, INC. (FRAMINGHAM MA)
MA
12/12/2006 - 09/20/2007
FIRST MIDAMERICA INVESTMENT CORPORATION (FRAMINGHAM MA)
RI
10/20/2004 - 10/30/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (PROVIDENCE RI)
NY
06/29/2004 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
RI
05/28/2002 - 07/06/2004
CITIZENS INVESTMENT SERVICES CORP. (JOHNSTON RI)
NY
07/31/1999 - 05/16/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
MN
06/03/1998 - 06/17/1999
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/03/1998 - 06/17/1999
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 9/28/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/8/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/28/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 6/2/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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FINRA
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