Unclaimed
Vincent Hulme is an active Registered Representative and Investment Advisor Representative with Equitable Advisors, LLC. Vincent has been in the financial services industry since March 4, 2021. Vincent is licensed in Florida, North Carolina, and Texas. Vincent has experience with VALIC Financial Advisors, INC. and Northwestern Mutual Investment Services, LLC. Vincent holds Series 63, 65, 7 and SIE licenses.
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
FL
01/20/2023 - Present
Equitable Advisors, LLC (BOCA RATON FL)
FL
10/04/2021 - 12/22/2021
VALIC FINANCIAL ADVISORS, INC. (BOCA RATON FL)
FL
12/01/2020 - 08/25/2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (WEST PALM BCH FL)
IA
Issued 09/15/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/01/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/10/2024
Series 7TO - General Securities Representative Examination
BC
Issued 12/01/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/10/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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