Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vincent? Claim Your ProfileVincent Robert Fortini is an active investment advisor representative. Vincent is registered with Key Investment Services LLC. Vincent holds the Series 66, Series 63 and Series 7TO licenses. Vincent has 4 years of experience in the financial industry. Vincent is also registered in 16 states: Arizona, Connecticut, Florida, Maine, Maryland, Massachusetts, Nevada, New Hampshire, New Jersey, New York, North Carolina, Ohio, South Carolina, Vermont and Virginia. Vincent has been registered with Key Investment Services LLC since 2021.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
OH
08/24/2021 - Present
KEY Investment Services LLC (BROOKLYN OH)
BOTH
Issued 06/10/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/23/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/03/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/10/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/26/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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