Unclaimed
Vincenzo Greco is a financial professional with over 7 years of experience in the industry. Vincenzo is currently registered with RBC Capital Markets, LLC and has been with the firm since April 2023. Prior to that, Vincenzo was also registered with RBC Capital Markets, LLC. Vincenzo's areas of expertise include a variety of financial planning, investment management, and advisory services. Vincenzo holds the Series 99 and SIE licenses and has been actively registered with FINRA since 2016.
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.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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
NJ
04/26/2023 - Present
RBC Capital Markets, LLC (Jersey City NJ)
NJ
08/01/2016 - 10/11/2022
RBC CAPITAL MARKETS, LLC (Jersey City NJ)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2016
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
Not sure Vincenzo Greco is the right advisor for you? Invested Better is here to help.