Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Ricardo Fragnito is a financial advisor who has been in the industry since 2011. Robert is currently registered with Cutter & Company, Inc. and has experience working with Wells Fargo Advisors, LLC, Wells Fargo Clearing Services, LLC, J.P. Morgan Securities LLC and Chase Investment Services Corp. Robert's expertise is in helping individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Robert has a strong track record of success in helping clients achieve their financial goals and is committed to providing personalized service and guidance.
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
10/20/2023 - Present
Cutter & Company, Inc. (LAGUNA HILLS CA)
CA
02/07/2017 - 06/26/2018
WELLS FARGO CLEARING SERVICES, LLC (LAGUNA NIGUEL CA)
CA
10/01/2012 - 01/31/2017
J.P. MORGAN SECURITIES LLC (LAGUANA NIGUEL CA)
CA
08/13/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NEWPORT BEACH CA)
CA
10/31/2011 - 06/26/2012
WELLS FARGO ADVISORS, LLC (MISSION VIEJO CA)
IA
Issued 02/21/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/08/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/24/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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