Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vincent? Claim Your ProfileVincent Selip is a financial advisor registered with Rockefeller Financial LLC. Vincent has been in the industry since 2013. Vincent works out of the Hamilton, NJ office. Vincent has passed the Uniform Securities Agent State Law Examination, the Uniform Investment Adviser Law Examination, the General Securities Representative Examination, the General Securities Sales Supervisor - General Module Examination, the General Securities Sales Supervisor - Options Module Examination, the National Commodity Futures Examination, the Securities Industry Essentials Examination, and the Registered Options Principal Examination. Vincent also has a Series 99TO license.
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.
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.
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
NJ
05/10/2022 - Present
Rockefeller Financial LLC (HAMILTON NJ)
NJ
08/20/2014 - 05/10/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
TX
05/06/2013 - 07/28/2014
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
IA
Issued 08/29/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/10/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/05/2022
Series 4 - Registered Options Principal Examination
BC
Issued 01/14/2019
Series 24 - General Securities Principal Examination
BC
Issued 04/25/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/21/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/20/2018
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Vincent Selip is the right advisor for you? Invested Better is here to help.
