Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vincent? Claim Your ProfileVincent William Larocca is a registered representative of Fidelity Personal AND Workplace Advisors and a registered investment advisor with Fidelity Investments. Vincent is a dedicated financial professional who offers a wide range of investment services to help clients achieve their financial goals. Vincent has earned the Series 7, Series 63, and Series 66 licenses and has been in the financial services industry since March 2023. Vincent holds a Uniform Combined State Law Examination from the Financial Industry Regulatory Authority (FINRA) and a Uniform Securities Agent State Law Examination from the North American Securities Administrators Association (NASAA). Vincent works with a diverse clientele, including high-net-worth individuals, corporations, and charitable organizations.
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.
1
2
CA
03/01/2024 - Present
Fidelity Personal AND Workplace Advisors (BURLINGAME CA)
BOTH
Issued 11/29/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/09/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/21/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/08/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Vincent Larocca is the right advisor for you? Invested Better is here to help.
