Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vincent? Claim Your ProfileVincent Winans is a registered representative with MML Investors Services, LLC, a registered investment advisor firm. Vincent has over 10 years of experience in the financial services industry. Vincent holds Series 4, 7, 24, 52, 53, 66 and SIE licenses. Vincent specializes in providing financial planning, portfolio management, and other investment-related services to individuals, families, and businesses. Vincent is committed to helping clients achieve their financial goals. Vincent is registered to provide investment advice in Connecticut and Massachusetts.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation programs
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.
Solicitors fees
1
2
MA
05/14/2019 - Present
MML Investors Services, LLC (SPRINGFIELD MA)
CT
05/27/2015 - 08/04/2017
SECURITIES SERVICE NETWORK, INC. (EAST HARTFORD CT)
CT
03/14/2014 - 05/27/2015
INDEPENDENT FINANCIAL GROUP, LLC (HARTFORD CT)
CT
01/07/2013 - 03/21/2014
LPL FINANCIAL LLC (HARTFORD CT)
BOTH
Issued 03/01/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/12/2019
Series 4 - Registered Options Principal Examination
BC
Issued 12/07/2018
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/09/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2018
Series 52 - Municipal Securities Representative Examination
BC
Issued 01/04/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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