Vincent Aimetti, financial advisor Boca Raton FL

Vincent Aimetti

CRD Number: 2882255
Current Firm: Esi Financial Advisors

Vincent Aimetti (CRD# 2882255) is an Investment Advisor Representative working at Esi Financial Advisors in Boca Raton, FL and has over 26 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
National Life Group Sunrise, FL Apr 2017 - Current 6
Equity Services, Inc. Montpelier, VT Apr 2017 - Current 6
Hornor Townsend & Kent Inc. Horsham, PA Aug 2010 - Mar 2017 6
Penn Mutual Life Ins Co Horsham, PA Jul 2010 - Mar 2017 6
National Legacy Group New Canaan, CT Aug 2009 - Mar 2017 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1997
S65 NASAA Investment Advisors Law Examination Oct 1999
Contact Info for Vincent J. Aimetti
Phone Number: 800-344-7437
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    1,867
    MILLIONS
  • Total Number of Accounts
    11,317
    ACCOUNTS
  • Average Account Value
    $164,964
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

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