Roger Pinto Email & Phone Number
Financial Advisor @ Raymond James
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Roger Pinto Location
- Plainview, NY, US
Roger Pinto Work
- Financial Advisor @ (October 2005 - Present)
- Financial Advisor @ UBS/PaineWebber (July 1998 - October 2005)
Roger Pinto Education
- Lond Island University-C.W. Post
Certificate of Financial Planning (Financial Planner Program)
1998-2001 - Georgetown University McDonough School of Business
BSBA (Finance)
- American University
MBA-c'date (Master's Degree Finance)
Roger Pinto Skills
- Financial Planning
- Investment Strategies
- Retirement Planning
- Finance
- Investments
- 401k
- Retirement
- Fixed Income
- Wealth Management
- Portfolio Management
- Asset Management
- Equities
- ETFs
- Estate Planning
- Securities
- Financial Advisory
- Series 7
- Asset Allocation
- Mutual Funds
- Alternative Investments
- Investment Advisory
- Pensions
- Investment Management
- Strategic Financial Planning
- Series 63
- Hedge Funds
Roger Pinto Summary
- Roger Pinto, based in Plainview, NY, US, is currently a Financial Advisor at Raymond James Financial Services, Inc.. Roger Pinto brings experience from previous roles at UBS/PaineWebber. Roger Pinto holds a 1998 - 2001 Certificate of Financial Planning in Financial Planner Program @ Lond Island University-C.W. Post. With a robust skill set that includes Financial Planning, Investment Strategies, Retirement Planning, Finance, Investments and more. Roger Pinto has 2 emails and 1 mobile phone numbers on RocketReach.
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