Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marco? Claim Your ProfileMarco Fragnito is a financial advisor with over 28 years of experience in the industry. Marco is registered with Cutter & Company, Inc. and has held previous positions with Wells Fargo Advisors Financial Network, LLC, Raymond James & Associates, Inc., Wachovia Securities, LLC, and Salomon Smith Barney Inc. Marco specializes in providing financial planning, portfolio management for businesses and individuals, and selection of other advisors. Marco is registered with the following states: Arizona, California, Louisiana, Missouri, Nevada, Texas, and Washington.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CA
12/13/2023 - Present
Cutter & Company, Inc. (LAGUNA HILLS CA)
CA
08/05/2010 - 02/13/2018
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (LAGUNA HILLS CA)
CA
09/29/2006 - 08/10/2010
RAYMOND JAMES & ASSOCIATES, INC. (NEWPORT BEACH CA)
CA
11/27/2000 - 10/02/2006
WACHOVIA SECURITIES, LLC (ANAHEIM CA)
NY
01/11/1994 - 12/06/2000
SALOMON SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 03/08/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/12/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/15/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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