Unclaimed
Vincenzo Ursino is a financial advisor with over 14 years of experience in the industry. Vincenzo is currently registered with PHX Financial, Inc. in Fort Lauderdale, FL. Vincenzo has a wide range of experience and holds the Series 7, Series 63, Series 65, Series 79TO and SIE licenses. Vincenzo has previously worked at several firms including Wilmington Capital Securities, LLC, Forefront Capital Markets LLC and John Thomas Financial.
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
FL
10/05/2021 - Present
PHX Financial, Inc. (Fort Lauderdale FL)
NY
07/30/2015 - 10/04/2021
WILMINGTON CAPITAL SECURITIES, LLC (New York NY)
NY
05/17/2013 - 07/28/2015
FOREFRONT CAPITAL MARKETS LLC (NEW YORK NY)
NY
07/08/2009 - 04/02/2013
JOHN THOMAS FINANCIAL (NEW YORK NY)
IA
Issued 07/19/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/12/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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