June Joella Vinci

Current Employers

Employment History

• 10/2007 → Present
  Osaic Wealth, Inc.
  Laguna Niguel, CA

Previous Registrations

• 2006-06-14 → 2007-10-15
  Crown Capital Securities, L.P.
  Laguna Niguel, CA
  Laguna Niguel, CA
• 2001-03-12 → 2006-06-29
  1St Global Advisors Inc
  Laguna Niguel, CA

Other Businesses

1. FINRA ARBITRATOR FOR LOS ANGELES AND SAN DIEGO COUNTY, INVESTMENT RELATED, 1811 E Garry Avenue Santa Ana, CA, 92705.STARTED 1/1/2000, 1 HOUR PER MONTH, 1 HOUR DURING STH, ACT AS AN FINRA ARBITRATOR FOR LOS ANGELES, AND SAN DIEGO COUNTIES. CONDUCT 1-2 ARBITRATIONS A YEAR. NO MORE THAN 80 HOURS A YEAR. 2. JUNE J. VINCI POSITION: SELF NATURE: SOLE PROPRIETORSHIP INSURANCE SALES -LIFE, DISABILITY, LONG TERM CARE INVESTMENT RELATED: YES NUMBER OF HOURS: 10 INVESTMENT RELATED HOURS: 10 START DATE: 01/03/2000ADDRESS: 1811 E Garry Avenue Santa Ana, CA, 92705 DESCRIPTION: INSURANCE SALES -LIFE DISABILITY AND LONGTERM CARE 3. INSURANCE, INVESTMENT RELATED, 1811 E Garry Avenue Santa Ana, CA, 92705, AGENT, 01/03/2000, 10 HOURS/MO, 10 HOURS/TRADING, INSURANCE SALES -LIFE DISABILITY AND LONGTERM CARE 4. JUNE J VINCI POSITION: SUCCESSOR TRUSTEE NATURE: SUUCESSOR TRUSTEE FOR BOTHE FATHER'S AND SISTER'S TRUST INVESTMENT RELATED: YES NUMBER OF HOURS: 0 INVESTMENT RELATED HOURS: 0 START DATE: 12/02/2013 ADDRESS: 1811 E Garry Avenue Santa Ana, CA, 92705 DESCRIPTION: SUCCESSOR TRUSTEE ON REVOCABLE LIVING TRUSTS OF BOTH FATHER AND SISTER. 5. JUNE J. VINCI SUCCESSOR TRUSTEE POSITION: Successor Trustee NATURE: Trust INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/02/2013 ADDRESS: 23961 Eider Court, Laguna Niguel CA 92677, United States DESCRIPTION: Successor Trustee on both my father's and sister's Revocable living trusts. No duties at this time. 6. NAVJAV, LLC POSITION: Partner - NATURE: Limited Liability Company - INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 20 START DATE: 01/01/2006 ADDRESS: 1811 E Garry Avenue Santa Ana, CA, 92705 DESCRIPTION: NAVJAV is not held out to the public and is my DBA for running my fees and expenses through for Benefit consulting Health Insurance, Medical Spending accounts, Employee Benefit and investment and financial consulting. 7. VINCI FINANCIAL POSITION: financial advisor NATURE: DBA as Vinci Financial Offering securities and investment advisory services under Osaic Wealth, INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 08/21/2023 ADDRESS: 1811 EAST GARRY AVENUE, SANTA ANA CA 92705, United States DESCRIPTION: DBA for financial services. 8. JUNE J. VINCI POSITION: self NATURE: sole proprietorship Insurance Sales -Life, Disability, long term care INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/03/2000 ADDRESS: 23961 Eider Court, Laguna Niguel CA 92677, United States DESCRIPTION: Insurance Sales -Life Disability and Long term Care 9. JUNE J VINCI POSITION: Successor Trustee NATURE: Suucessor Trustee for bothe Father's and Sister's Trust INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/02/2013 ADDRESS: 23961 eider court, Laguna Niguel CA 92677, United States DESCRIPTION: Successor trustee on Revocable Living Trusts of Sister, Alison M. Pascola 10. VINCI FINANCIAL POSITION: financial advisor NATURE: DBA as Vinci Financial Offering securities and investment advisory services under Osaic Wealth, INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 08/21/2023 ADDRESS: 1422 Edinger Avenue, Suite 230, Tustin CA 92780, United States DESCRIPTION: DBA for financial services. 11. JUNE J. VINCI SUCCESSOR TRUSTEE POSITION: Successor Trustee NATURE: POSITION: SUCCESSOR TRUSTEE NATURE: SUUCESSOR TRUSTEE FOR SISTER'S TRUST INVESTMENT RELATED: YES NUMBER OF HOURS: 0 INVESTMENT RELATED HOURS: 0 START DATE: 12/02/2013 ADDRESS: 23961 EIDER COURT, LAGUNA NIGUEL CA 92677 DESCRIPTION: SUCCESSOR TRUSTEE ON REVOCABLE LIVING TRUSTS OF SISTER. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/02/2013 ADDRESS: 23961 Eider Court, Laguna Niguel CA 92677, United States DESCRIPTION: Successor Trustee on sister's Revocable living trusts. No duties at this time.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-05-06
• S63 Uniform Securities Agent State Law Examination
  1989-06-14

Other Names

• June Joella Pascola
• June J Vinci
• June Joella Pascola
• June J Pascola
• June Joella Pascola