Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vincent? Claim Your ProfileVincent Barbera is a financial advisor with Newbridge Wealth Management. Vincent Barbera is a Certified Financial Planner (CFP) and has been in the industry since 2002. Vincent Barbera has experience in providing financial planning and portfolio management services to individuals and high net worth individuals. Vincent Barbera is registered with the state of Pennsylvania.
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.
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2
PA
10/30/2013 - Present
Newbridge Wealth Management (BRYN MAWR PA)
PA
07/19/2007 - 07/02/2008
RAYMOND JAMES FINANCIAL SERVICES, INC. (RADNOR PA)
PA
07/24/2002 - 07/20/2006
VANGUARD MARKETING CORPORATION (MALVERN PA)
BC
Issued 07/31/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/23/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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