Nick Prigitano, Cfp® Email & Phone Number
@milestonefinancialplanning.com
LinkedIn matched
Who is Nick Prigitano, Cfp®? Overview
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Nick Prigitano, Cfp® is listed as Financial Planner at F5 Financial, a company with 4 employees, based in Bedford, New Hampshire, United States. AeroLeads shows a work email signal at milestonefinancialplanning.com and a matched LinkedIn profile for Nick Prigitano, Cfp®.
Nick Prigitano, Cfp® previously worked as Financial Planner at Family Financial Llc and Financial Planner at Clark Asset Management. Nick Prigitano, Cfp® holds Bachelor'S Degree, 3Year Honors Business Program from Southern New Hampshire University.
Email format at F5 Financial
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AeroLeads found 1 current-domain work email signal for Nick Prigitano, Cfp®. Compare company email patterns before reaching out.
About Nick Prigitano, Cfp®
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.
Listed skills include Microsoft Excel, Powerpoint, Data Entry, Microsoft Word, and 20 others.
Nick Prigitano, Cfp®'s current company
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Nick Prigitano, Cfp® work experience
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Financial Planner
Financial Planner
Financial Advisor
A 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 Services
- 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.
Sr. Trading Specialist
Interim Senior Trading Specialist
- 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
Private Client Group
- Assist clients with assets in excess of $1 million- Provide solutions to complex financial needs- Leadership responsibilities on the team and in the department
Premium Services Representative
- 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.
Financial Services Representative (Full Trader)
- 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.
Tax Intern
Worked on client's 1040's and 1065's.Analyzed official tax documents to determine their significance to the tax code.
Nick Prigitano, Cfp® education
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Southern New Hampshire University
Frequently asked questions about Nick Prigitano, Cfp®
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What company does Nick Prigitano, Cfp® work for?
Nick Prigitano, Cfp® works for F5 Financial.
What is Nick Prigitano, Cfp®'s role at F5 Financial?
Nick Prigitano, Cfp® is listed as Financial Planner at F5 Financial.
What is Nick Prigitano, Cfp®'s email address?
AeroLeads has found 1 work email signal at @milestonefinancialplanning.com for Nick Prigitano, Cfp® at F5 Financial.
Where is Nick Prigitano, Cfp® based?
Nick Prigitano, Cfp® is based in Bedford, New Hampshire, United States while working with F5 Financial.
What companies has Nick Prigitano, Cfp® worked for?
Nick Prigitano, Cfp® has worked for F5 Financial, Family Financial Llc, Clark Asset Management, Milestone Financial Planning, Llc, and Fidelity Investments.
Who are Nick Prigitano, Cfp®'s colleagues at F5 Financial?
Nick Prigitano, Cfp®'s colleagues at F5 Financial include Josh Duncan, Cfp®.
How can I contact Nick Prigitano, Cfp®?
You can use AeroLeads to view verified contact signals for Nick Prigitano, Cfp® at F5 Financial, including work email, phone, and LinkedIn data when available.
What schools did Nick Prigitano, Cfp® attend?
Nick Prigitano, Cfp® holds Bachelor'S Degree, 3Year Honors Business Program from Southern New Hampshire University.
What skills is Nick Prigitano, Cfp® known for?
Nick Prigitano, Cfp® is listed with skills including Microsoft Excel, Powerpoint, Data Entry, Microsoft Word, Time Management, Teamwork, Accounting, and Public Speaking.
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