Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vincent? Claim Your ProfileVincent Passariello is an active Registered Investment Advisor and Broker who has been in the financial industry since February 1996. Vincent Passariello is currently registered with Avantax Advisory Services in Middletown, NJ. Previously, Vincent Passariello was registered with Waddell & Reed, Inc. in Yardley, PA. Vincent Passariello is licensed in 10 states including Arkansas, California, Florida, Georgia, Missouri, New Jersey, New York, and Pennsylvania. Vincent Passariello holds a Series 6, Series 63, Series 65 and SIE licenses. Vincent Passariello also holds a license as an insurance agent.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
NJ
02/20/2019 - Present
Avantax Advisory Services (Middletown NJ)
PA
02/27/1996 - 02/22/2019
WADDELL & REED (YARDLEY PA)
IA
Issued 12/16/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/26/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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