Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vincent? Claim Your ProfileVincent Thornton is a financial advisor with Fidelity Personal And Workplace Advisors. Vincent has been in the financial industry for over 7 years, working with individuals and families on their financial plans. Vincent holds the Series 6, 7, 63, and 65 securities licenses. Vincent specializes in portfolio management for individuals and businesses, financial planning, and selection of other advisors. Vincent is committed to helping clients achieve their financial goals.
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.
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.
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
10/18/2024 - Present
Fidelity Personal AND Workplace Advisors (PITTSBURGH PA)
PA
12/13/2021 - 04/26/2023
J.P. MORGAN SECURITIES LLC (Pittsburgh PA)
PA
06/30/2016 - 09/13/2021
CITIZENS SECURITIES, INC. (PITTSBURGH PA)
IA
Issued 02/11/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/09/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/14/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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