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 Spaniolo is a financial advisor registered with Eagle Strategies LLC. Vincent has been in the financial services industry since 1998. Vincent has passed the Series 6, 7, 24 and 63 exams. Vincent's current firm is Eagle Strategies LLC, which specializes in financial planning, portfolio management for individuals, and investment advisory services. Vincent's experience includes working with clients in a variety of industries, including individuals, businesses, and charitable organizations. Vincent's current office is located in GRAND RAPIDS, MI. Vincent is a member of the GRAND VALLEY STATE UNIVERSITY SIEDMAN FINANCE DEPARTMENT ADVISORY BOARD and a passive owner of V&K Holdings, LLC, a real estate investment company. Vincent is also the owner of Lambrix LLC, a family business.
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.
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.
1
2
MI
12/10/2010 - Present
Eagle Strategies LLC (GRAND RAPIDS MI)
GA
05/14/1998 - 12/21/1998
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 05/08/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/17/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2001
Series 7 - General Securities Representative Examination
BC
Issued 05/08/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Vincent Spaniolo is the right advisor for you? Invested Better is here to help.
