Vincenzo Fragomeni

Current Employers

Employment History

• 01/2015 → 10/2017
  Planning Solutions Group, Llc
  Fulton, MD
• 01/2015 → 10/2017
  Triad Advisors, Inc.
  Norcross, GA
• 10/2017 → 03/2019
  Commonwealth Financial Network
  Waltham, MA
• 04/2019 → 11/2022
  The Meltzer Group
  Bethesda, MD
• 03/2021 → 12/2022
  Kestra Advisory Services, Llc
  Bethesda, MD
• 04/2019 → 03/2023
  Kestra Investment Services, Llc
  Bethesda, MD
• 11/2022 → 10/2025
  Nfp Retirement, Inc.
  Aliso Viejo, CA
• 10/2025 → Present
  Wealthspire Retirement Advisory
  Aliso Viejo, CA

Previous Registrations

• 2022-12-01 → 2023-03-28
  Wealthspire Retirement Advisory
  Aliso Viejo, CA
  Bethesda, MD
• 2021-03-17 → 2022-12-01
  Kestra Advisory Services, Llc
  Austin, TX
  Bethesda, MD
• 2017-10-27 → 2019-04-02
  Commonwealth Financial Network
  Rockville, MD
• 2015-01-29 → 2017-11-15
  Planning Solutions Group, Llc
  Fulton, MD
• 2015-02-18 → 2017-10-13
  Triad Advisors Llc
  Fulton, MD
• 2013-04-16 → 2015-01-27
  Wells Fargo Advisors Financial Network, Llc
  Gaithersburg, MD
• 2012-10-19 → 2013-04-22
  Pnc Wealth Management Llc
  Clarksville, MD
• 2012-03-06 → 2012-09-07
  Pruco Securities, Llc.
  Hunt Valley, MD
• 2011-01-04 → 2012-01-17
  Next Financial Group, Inc.
  Bethesda, MD
• 2009-06-01 → 2010-08-16
  Morgan Stanley
  Washington, DC
• 2006-05-09 → 2009-06-01
  Citigroup Global Markets Inc.
  Washington, DC
  Washington, DC
• 2005-04-27 → 2006-02-23
  Legg Mason Wood Walker, Incorporated
  Washington, DC
• 2002-02-25 → 2002-06-29
  Equitable Advisors, Llc
  Falls Church, VA

Other Businesses

Business Name: Lido Civic Club of Washington DC, a charitable organization that raises money for college scholarship, wounded worriers and others in need

Exams

• S66 Uniform Combined State Law Examination
  2005-04-21