Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Vagnini is a registered investment advisor representative with First Citizens Investor Services, Inc. Jay has over 17 years of experience in the financial services industry and is registered with the state of Massachusetts, as well as California, Connecticut, Florida, Rhode Island and Virginia. Jay specializes in providing investment advice to individuals, businesses, and charitable organizations. Jay has a strong track record of success in helping clients achieve their financial goals.
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.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
MA
02/19/2025 - Present
First Citizens Investor Services, Inc. (Boston MA)
MA
04/13/2015 - 08/03/2022
MORGAN STANLEY (NORTH DARMOUTH MA)
MA
10/23/2009 - 03/31/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOSTON MA)
MA
06/08/2006 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
MA
10/31/2005 - 05/18/2006
IFMG SECURITIES, INC. (COHASSET MA)
BOTH
Issued 08/10/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/22/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2010
Series 7 - General Securities Representative Examination
BC
Issued 10/28/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jay Vagnini is the right advisor for you? Invested Better is here to help.
