Unclaimed
Vincent Toscano is a financial professional with over 30 years of experience in the industry. Vincent is currently registered with J.P. Morgan Securities LLC and holds a Series 7, Series 63, and Series 99TO license. Vincent has previously worked at BGC FINANCIAL, L.P., TULLETT LIBERTY SECURITIES INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, J. T. MORAN & CO., INC., GLADSTONE SECURITIES, INC., and MONMOUTH INVESTMENTS, INC. Vincent specializes in portfolio management for individuals and businesses, financial planning, and pension consulting.
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
NJ
07/19/2023 - Present
J.p. Morgan Securities LLC (Jersey City NJ)
NY
10/18/2006 - 10/01/2020
BGC FINANCIAL, L.P. (NEW YORK NY)
NY
05/10/2000 - 03/20/2006
TULLETT LIBERTY SECURITIES INC. (NEW YORK NY)
NY
09/27/1990 - 01/26/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
11/16/1987 - 09/23/1988
J. T. MORAN & CO., INC.
NA
10/28/1986 - 12/18/1987
GLADSTONE SECURITIES, INC.
NA
03/27/1986 - 11/07/1986
MONMOUTH INVESTMENTS, INC.
BC
Issued 08/01/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/01/2024
Series 99TO - Operations Professional Examination
BC
Issued 06/01/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1986
Series 7 - General Securities 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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