Nick Prigitano, Cfp® work email
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Nick Prigitano, Cfp® personal email
Nick Prigitano, Cfp® is a Financial Planner at F5 Financial. He possess expertise in microsoft excel, powerpoint, data entry, microsoft word, time management and 19 more skills.
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Financial PlannerF5 FinancialBedford, Nh, Us -
Financial PlannerFamily Financial Llc Sep 2023 - Oct 2024Los Angeles, Ca, Us -
Financial PlannerClark Asset Management Mar 2023 - May 2023Andover, Ma, Us -
Financial AdvisorMilestone Financial Planning, Llc May 2018 - Mar 2023Bedford, New Hampshire, UsA financial advisor who assists clients reach their financial goals. Milestone provides comprehensive financial advise incorporating many areas of financial planning. Services include, but are not limited to: retirement planning, tax planning, college funding, cash flow analysis, estate planing review, insurance coverage analysis, and investment management. -
Active Trader ServicesFidelity Investments Feb 2017 - May 2018Boston, Ma, Us- Provided exceptional customer service to the company's most active traders- Assist clients with understanding complex margin balances and satisfying calls- Implement and understand complex option strategies and their requirements - Aid clients in comprehending difficult day trading concepts - Mitigate risk to the firm when trading and navigating industry restrictions - Be proficient in technical analysis and market mechanics - Have a detailed knowledge of the company's brokerage offering and tools and sell the benefits of trading at the company -
Sr. Trading SpecialistFidelity Investments Jul 2016 - Feb 2017Boston, Ma, Us
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Interim Senior Trading SpecialistFidelity Investments Apr 2016 - Jul 2016Boston, Ma, Us- Guide representatives' development by improving their skills technically, and advancing them professionally - Understand complex trading concepts and internal policy and procedures- Take ownership and responsibility for exception processing - Deescalate difficult client concerns
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Private Client GroupFidelity Investments Aug 2015 - Apr 2016Boston, Ma, Us- Assist clients with assets in excess of $1 million- Provide solutions to complex financial needs- Leadership responsibilities on the team and in the department
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Premium Services RepresentativeFidelity Investments Oct 2014 - Aug 2015Boston, Ma, Us- Work with high-net worth clients with assets in excess of $250K- Provide solutions to clients with complex account requests. - Assist with account maintenance and trading needs with exceptional customer service.
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Financial Services Representative (Full Trader)Fidelity Investments Jun 2014 - Oct 2014Boston, Ma, Us- Required to place equity, mutual fund, and CD trades efficiently and correctly.- Process distributions from tax advantaged accounts such as IRAs. - Complete general account maintenance for clients. - Discuss products, services, and market conditions with clients.
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Tax InternLosapio & Company Mar 2014 - Apr 2014Worked on client's 1040's and 1065's.Analyzed official tax documents to determine their significance to the tax code.
Nick Prigitano, Cfp® Skills
Nick Prigitano, Cfp® Education Details
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Southern New Hampshire University3Year Honors Business Program
Frequently Asked Questions about Nick Prigitano, Cfp®
What company does Nick Prigitano, Cfp® work for?
Nick Prigitano, Cfp® works for F5 Financial
What is Nick Prigitano, Cfp®'s role at the current company?
Nick Prigitano, Cfp®'s current role is Financial Planner.
What is Nick Prigitano, Cfp®'s email address?
Nick Prigitano, Cfp®'s email address is ni****@****ing.com
What schools did Nick Prigitano, Cfp® attend?
Nick Prigitano, Cfp® attended Southern New Hampshire University.
What skills is Nick Prigitano, Cfp® known for?
Nick Prigitano, Cfp® has skills like Microsoft Excel, Powerpoint, Data Entry, Microsoft Word, Time Management, Teamwork, Accounting, Public Speaking, Research, Microsoft Office, Facebook, Outlook.
Who are Nick Prigitano, Cfp®'s colleagues?
Nick Prigitano, Cfp®'s colleagues are Josh Duncan, Cfp®.
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