Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vincent? Claim Your ProfileVincent Roney is a registered representative and investment advisor with Tiaa-Cref Individual & Institutional Services, LLC. Vincent has over 30 years of experience in the financial services industry and has held prior positions at KEY INVESTMENT SERVICES LLC, CITIZENS SECURITIES, INC., HORACE MANN INVESTORS, INC., and PFS INVESTMENTS INC.. Vincent has a Series 6, 7, 63, and SIE. Vincent is registered to provide investment advice in Ohio, Pennsylvania, and West Virginia.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
PA
01/10/2023 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Pittsburgh PA)
PA
07/29/2022 - 11/30/2022
KEY INVESTMENT SERVICES LLC (BRIDGEVILLE PA)
PA
10/06/2021 - 02/25/2022
CITIZENS SECURITIES, INC. (PITTSBURGH PA)
PA
11/07/2019 - 05/18/2020
HORACE MANN INVESTORS, INC. (Coraopolis PA)
GA
05/28/1993 - 12/31/1998
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 11/22/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/05/2023
Series 7TO - General Securities Representative Examination
BC
Issued 11/07/2019
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/27/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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