Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Vinagro is a financial advisor registered with LPL Financial LLC. Brian has over 20 years of experience in the financial services industry. Brian is licensed to offer investment advisory and brokerage services in several states. Brian holds the Series 63, Series 66, and Series 7 licenses, as well as the SIE. Brian offers various investment advisory services, including financial planning, portfolio management, and investment consulting.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MA
02/14/2018 - Present
LPL Financial LLC (DANVERS MA)
MA
01/05/2016 - 02/14/2018
SII INVESTMENTS, INC. (DANVERS MA)
MA
11/15/2007 - 12/23/2015
NATIONAL PLANNING CORPORATION (QUINCY MA)
MA
02/28/2005 - 11/17/2007
SECURITIES AMERICA, INC. (QUINCY MA)
MA
06/10/2004 - 11/16/2004
WINSLOW, EVANS & CROCKER, INC. (BOSTON MA)
MO
10/10/2001 - 06/02/2003
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 01/25/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/12/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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