Unclaimed
Vincenzo Dilullo is a financial professional who has been in the industry since June 19, 2003. Vincenzo currently works for Ohanae Securities LLC, and has previously held positions at FORESIDE FUND SERVICES, LLC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, UBS FINANCIAL SERVICES INC., and UBS SECURITIES LLC.
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.
1
2
NY
04/28/2024 - Present
Ohanae Securities LLC (New York NY)
CT
07/22/2021 - 07/07/2022
FORESIDE FUND SERVICES, LLC (Fairfield CT)
CT
11/01/2017 - 06/22/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (STAMFORD CT)
NY
03/27/2012 - 05/25/2016
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
CT
09/30/2004 - 05/25/2016
UBS SECURITIES LLC (STAMFORD CT)
NJ
02/23/2000 - 10/01/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 11/20/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/18/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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