Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vincenzo? Claim Your ProfileVincenzo Fragomeni is a financial advisor with over 20 years of experience in the industry. Vincenzo is currently registered with NFP Retirement Inc. and has been associated with the firm since November 2022. Before joining NFP Retirement Inc., Vincenzo was with Kestra Investment Services, LLC, Commonwealth Financial Network, Triad Advisors, Inc., Wells Fargo Advisors Financial Network, LLC, PNC Investments, Pruco Securities, LLC., Next Financial Group, Inc., Morgan Stanley Smith Barney, Citigroup Global Markets Inc., Royal Alliance Associates, Inc., Legg Mason Wood Walker, Incorporated, American Express Financial Advisors Inc. and IDS Life Insurance Company. Vincenzo specializes in retirement planning, portfolio management, and investment advice. Vincenzo is also a member of the Lido Civic Club of Washington DC, a charitable organization that raises money for college scholarships, wounded warriors, and others in need.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Research reports on 401(k) plans / diligence on investment lineups
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.
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2
MD
04/20/2023 - Present
NFP Retirement Inc. (Bethesda MD)
MD
03/17/2021 - 03/28/2023
KESTRA INVESTMENT SERVICES, LLC (BETHESDA MD)
MD
10/27/2017 - 04/02/2019
COMMONWEALTH FINANCIAL NETWORK (ROCKVILLE MD)
MD
01/27/2015 - 10/13/2017
TRIAD ADVISORS, INC. (Fulton MD)
MD
04/16/2013 - 01/27/2015
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (GAITHERSBURG MD)
MD
10/19/2012 - 04/22/2013
PNC INVESTMENTS (CLARKSVILLE MD)
MD
02/16/2012 - 09/07/2012
PRUCO SECURITIES, LLC. (BETHESDA MD)
MD
01/03/2011 - 01/17/2012
NEXT FINANCIAL GROUP, INC. (BETHESDA MD)
DC
06/01/2009 - 08/16/2010
MORGAN STANLEY SMITH BARNEY (WASHINGTON DC)
DC
04/19/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (WASHINGTON DC)
DC
02/16/2006 - 04/06/2006
ROYAL ALLIANCE ASSOCIATES, INC. (WASHINGTON DC)
MD
03/11/2005 - 02/23/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
MN
02/23/2005 - 03/24/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/23/2005 - 03/24/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
02/07/2002 - 06/29/2002
AXA ADVISORS, LLC (NEW YORK NY)
NY
06/12/2001 - 12/20/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 04/21/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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