Vincent Napolitano

Current Employers

Employment History

• 08/2014 → 01/2017
  Legend Equities Corporation
  Palm Beach Gardens, FL
• 11/2011 → Present
  Ca Technologies
  Islandia, NY
• 01/2017 → Present
  Lincoln Investment
  Bohemia, NY
• 05/2021 → Present
  Kestra Investment Services, Llc
  Port Jefferson, NY
• 05/2021 → Present
  Kestra Advisory Services, Llc
  Port Jefferson, NY

Previous Registrations

• 2021-03-25 → 2021-05-26
  Lincoln Investment
  Bohemia, NY
  Ronkonkoma, NY
  Bohemia, NY

Other Businesses

Business Name: Coastline Wealth Management (Insurance) Investment Related: Yes Address: 414 Main Street Suite 302 Port Jefferson NY 11777 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance Position, Title or Relationship: Financial Advisor Start Date: 4/23/2021 Hours per month: 51% - 60% (81 - 96 hours) Hours per month during trading hours: 81% - 90% (113 - 126 hours) Duties: Option of providing life insurance or annuities to clients Business Name: Coastline Wealth Manangement Investment Related: Yes Address: 414 Main Street Suite 302 Port Jefferson NY 11777 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance Position, Title or Relationship: Financial advisor Start Date: 4/23/2021 Hours per month: 71% - 80% (113 - 128 hours) Hours per month during trading hours: 41% - 50% (57 - 70 hours) Duties: Maintenance existing clients and find new clients PLANISWARE POSITION: Enterprise Account Manager NATURE: Enterprise Account Executive software INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 100 START DATE: 04/01/2022 ADDRESS: 300 Montgomery Street, San Francisco CA 94104, United States DESCRIPTION: Will be responsible for Account Management for current customer base while trying to obtain addition customers

Exams

• S63 Uniform Securities Agent State Law Examination
  2015-10-14