Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vincent? Claim Your ProfileVincent Serso is a financial advisor who has been in the industry for over 24 years. Vincent has a strong background in securities, having earned their Series 7, Series 6, and Series 63 licenses. Vincent is also a registered Investment Advisor and holds a Series 65 license. Vincent has worked at J.P. Morgan Securities LLC for over 10 years, previously working at Chase Investment Services Corp., Fidelity Brokerage Services LLC, and Dreyfus Service Corporation. Vincent provides a range of services to individuals, corporations, and other businesses including portfolio management, financial planning, and pension consulting. Vincent specializes in investment strategies for individuals, high-net-worth individuals, corporations, charitable organizations, labor unions, and insurance companies.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
09/20/2013 - Present
J.p. Morgan Securities LLC (New York NY)
NY
11/03/2004 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
RI
02/22/2002 - 10/19/2004
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
NY
09/04/1998 - 02/05/2002
DREYFUS SERVICE CORPORATION (NEW YORK NY)
IA
Issued 09/29/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/17/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/1999
Series 7 - General Securities Representative Examination
BC
Issued 08/14/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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