Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vincent? Claim Your ProfileVincent Volpe is a registered representative with J.P. Morgan Securities LLC, working out of their New York, NY branch office. Vincent has been active in the financial services industry since September 2015. Vincent holds licenses in various states, including New York and Texas. In addition to working with J.P. Morgan Securities LLC, Vincent has worked with other firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated and Joseph Stone Capital L.L.C.
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
03/28/2024 - Present
J.p. Morgan Securities LLC (New York NY)
NY
04/19/2017 - 03/18/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GARDEN CITY NY)
NY
06/03/2016 - 04/21/2017
JOSEPH STONE CAPITAL L.L.C. (HOLBROOK NY)
NY
09/16/2015 - 06/22/2016
INVESTORS CAPITAL CORP. (SMITHTOWN NY)
BOTH
Issued 05/08/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/09/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/23/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/17/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2015
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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