Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vincenzo? Claim Your ProfileVincenzo Catullo is a financial advisor with Truist Advisory Services, Inc. Vincenzo has been in the financial services industry for 25 years. Vincenzo's experience includes working at several prominent firms, including BB&T Securities, LLC and BB&T Investment Services, Inc. Vincenzo is a registered investment advisor representative with the state of North Carolina. Vincenzo has earned both Series 7 and Series 63 securities licenses as well as Series 65 investment advisor registration. Vincenzo's primary office is located in Durham, North Carolina.
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.
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.
Wrap fee product and financial profiling services using desktop software
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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NC
02/17/2021 - Present
Truist Advisory Services, Inc. (DURHAM NC)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
NC
06/12/2001 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (DURHAM NC)
MO
10/01/2000 - 06/05/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
05/25/2000 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NC
02/19/1998 - 05/30/2000
MARION BASS SECURITIES CORPORATION (CHARLOTTE NC)
NC
04/17/1997 - 02/20/1998
INTERSTATE/JOHNSON LANE CORPORATION (CHARLOTTE NC)
IA
Issued 05/02/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/18/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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