Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vincenzo? Claim Your ProfileVincenzo Maria Alomia is a financial advisor who has been in the industry since April 4, 2000. Vincenzo is currently registered with LPL Enterprise, LLC and has also been registered with several other firms in the past. Vincenzo is licensed to provide investment advice in New York, New Jersey and Massachusetts. Vincenzo is also licensed to provide investment advice in New York. Vincenzo offers a range of advisory services, including financial planning, portfolio management for individuals and businesses, and educational seminars.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
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2
NY
11/14/2024 - Present
LPL Enterprise, LLC (FOREST HILLS NY)
NY
06/01/2009 - 09/21/2015
MORGAN STANLEY (PURCHASE NY)
NY
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)
NY
08/25/2006 - 04/02/2007
MORGAN STANLEY DW INC. (PURCHASE NY)
NJ
01/20/2000 - 10/11/2004
AIG SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)
GA
12/09/1998 - 10/27/1999
PFS INVESTMENTS INC. (DULUTH GA)
NJ
04/20/1994 - 01/10/1997
LIPPER ANALYTICAL SECURITIES CORPORATION (SUMMIT NJ)
IA
Issued 03/31/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/23/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/1994
Series 7 - General Securities Representative Examination
BC
Issued 04/18/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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