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VG

Vincent J. Garofalo

BEACONSFIELD FINANCIAL SERVICES
Canonsburg, PA 15317
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CRD#: 1284682
VG

Professional summary


Vincent James Garofalo is a registered financial professional currently at BEACONSFIELD FINANCIAL SERVICES, INC. located in Canonsburg, Pennsylvania.

Vincent is registered as a RR (Registered Representative) and started their career in finance in 1984. Vincent has worked at 8 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Vincent James Garofalo's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

July 29, 2004 - Present

BEACONSFIELD FINANCIAL SERVICES, INC.

Office #1: Southpointe Industrial Park 160 Technology Dr., Suite 101, Canonsburg, PA 15317
BD
CRD#: 14634
Canonsburg, PA
Past

January 30, 2002 - December 31, 2002

LOCUST STREET SECURITIES, INC.

BD
CRD#: 1703
DES MOINES, IA
Past

January 27, 2000 - December 21, 2001

VESTAX SECURITIES CORPORATION

BD
CRD#: 10332
HUDSON, OH
Past

October 1, 1997 - December 31, 1999

AMERICAN GENERAL SECURITIES INCORPORATED

BD
CRD#: 13626
PHOENIX, AZ
Past

February 5, 1997 - October 1, 1997

USLIFE EQUITY SALES CORP.

BD
CRD#: 7962
NEW YORK, NY
Past

February 7, 1991 - February 3, 1997

SECURITIES AMERICA, INC.

BD
CRD#: 10205
LAVISTA, NE
Past

August 14, 1987 - September 13, 1991

FIRST AMERICA EQUITIES CORP.

BD
CRD#: 7652
Past

October 9, 1984 - July 31, 1987

FINANCIAL ESTATE PLANNING, INC.

BD
CRD#: 287

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Pennsylvania
(9/13/2004)

Exams


State Security Law Exam
RR
Series 63
Date: 8/10/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


BF
BEACONSFIELD FINANCIAL SERVICES, INC.
BEACONFIELD FINANCIAL SERVICES,INC. | BEACONSFIELD FINANCIAL SERVICES, INC.

CRD#: 14634 / SEC#: , 8-30993

BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information


Main Address
Southpointe Industrial Park 160 Technology Dr., Suite 101, Canonsburg, PA 15317
Mailing Address
Southpoint Industrial Park 160 Technology Dr., Suite 101, Canonsburg, PA 15317
Phone number
(724) 745-6800
Established
Pennsylvania since 10/25/1983
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (26 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
RAINIER, BETTY HARRISCFO, DIRECTOR, VICE PRESIDENT1093968
RAINIER, RICHARD KING IIPRESIDENT, CHIEF COMPLIANCE OFFICER2603107
RAINIER, JUSTIN KINGPRINCIPAL6003707

Disclosures


Regulatory Event1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


BEACONSFIELD FINANCIAL SERVICES, INC.

CRD#: 14634Canonsburg, PA 15317

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