JV
Jeffrey Vincent
from Fernwood Investment Management, LLC
Jeffrey Vincent is a financial advisor based in Massachusetts, Quincy,
with 23 years of experience. Jeffrey currently works for
Fernwood Investment Management, LLC.
Jeffrey maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S66 (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Jeffrey Vincent works at Fernwood Investment Management, LLC
Fernwood Investment Management, LLC is a financial advisory firm based in Quincy, Massachusetts. It currently has approximately $390,421,397 of assets under management and employs about 7 people. Fernwood Investment Management, LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Combined State Law Examination (S66)
Years registered
13 years
Fee structure
A percentage of assets under your management and performance-based fees
Office location
400 Crown Colony Drive, Suite 101, Quincy, Massachusetts, 2169
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