Unclaimed
Vincent Buccellato is a financial advisor who has been working in the financial services industry since 2009. Vincent is a registered representative of GWN Securities Inc. and a registered investment advisor representative in Arizona. Vincent is licensed to sell securities and insurance products, and he is experienced in providing financial planning and portfolio management services to individuals and businesses. Vincent has experience in managing a diverse range of investments including stocks, bonds, mutual funds, exchange-traded funds, and variable annuities. Vincent also provides financial planning services to individuals and families.
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.
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.
In lieu of hourly fee, ia can charge a flat fee
1
2
AZ
03/17/2020 - Present
GWN Securities Inc. (CLIFTON AZ)
AZ
01/06/2012 - 03/16/2020
TRANSAMERICA FINANCIAL ADVISORS, INC (TUCSON AZ)
AZ
03/15/2010 - 01/06/2012
WORLD GROUP SECURITIES, INC. (TUCSON AZ)
BC
Issued 03/19/2010
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/13/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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