Unclaimed
Vincenzo Enrico Trimaldi is a financial professional with over 8 years of experience in the industry. Vincenzo has a broad range of experience, having worked at firms such as SW Financial, Worden Capital Management LLC, and Legend Securities, Inc. He currently works at Vienna Capital Partners LLC and is registered with FINRA and the state of New York. Vincenzo holds Series 7, Series 63, Series 24, and SIE licenses.
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.
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.
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2
NY
07/05/2023 - Present
Vienna Capital Partners LLC (NEW YORK NY)
NY
12/10/2019 - 03/21/2023
SW FINANCIAL (NEW YORK NY)
NY
11/04/2016 - 12/10/2019
WORDEN CAPITAL MANAGEMENT LLC (New York NY)
NY
09/17/2015 - 11/09/2016
LEGEND SECURITIES, INC. (NEW YORK NY)
BC
Issued 11/13/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/13/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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