Unclaimed
Vincenzo Iannucci is a financial advisor with over 30 years of experience in the industry. Vincenzo currently works at Flagstar Advisors and is registered in New York and Texas. Previously, Vincenzo worked at CHASE INVESTMENT SERVICES CORP., CITICORP INVESTMENT SERVICES, NATWEST INVESTOR SERVICES CORPORATION, and SOUTH RICHMOND SECURITIES, INC. Vincenzo's expertise includes portfolio management for individuals and businesses, pension consulting, and selection of other advisors. Vincenzo holds the Series 63, Series 65, Series 7, and Series 24 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.
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.
1
2
NY
01/08/2025 - Present
Flagstar Advisors (NEW YORK NY)
IL
09/02/2003 - 06/06/2006
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
NY
12/11/1995 - 09/03/2003
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NY
01/19/1995 - 12/04/1995
NATWEST INVESTOR SERVICES CORPORATION (NEW YORK NY)
NY
06/25/1993 - 01/17/1995
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NA
05/26/1992 - 08/14/1992
SOUTH RICHMOND SECURITIES, INC.
IA
Issued 03/08/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/01/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/07/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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