Vincent Mallon

Vincent Mallon

Financial Adviser

Phone: 631-582-6400 x2363
Fax: 631-582-3116
E-mail:
 

Vincent has a well-rounded and diverse background in multiple careers. Vincent was the President and Founder of Instra-Med Corp. and Vantage Services Corp. His companies provided medical services to hospitals and skilled nursing homes in the metropolitan areas from 1986-2003.

Vincent entered the financial services industry in 2005. Starting with Met Life and then moving to Guardian Life, he has extensive sales experience selling Life, Disability and Long Term Care Insurance, as well as Annuities. As Vice President of Investment Sales with JP Morgan Securities, he has extensive experience advising his clients with their investment decisions and available investment products.

Vincent has created hundreds of financial plans for his clients while working at JP Morgan Securities from 2009-2015. As a Financial Adviser for CPS Financial Services, Vincent is able to draw upon his many years of business experience. His diverse background will be valuable in assisting his clients with their financial needs.

Vincent is a veteran of the U.S Army, and is a graduate of City University. He has his Life and Health license and holds series 6, 63, 7 and 65 FINRA security licenses.

Vincent is married with 2 children and has lived in Syosset, Long Island since 1982.

Vincent Mallon is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in NY, NJ, FL,  & CT. He is also insurance-licensed in NY & FL.