Vincent M. Primavera Email & Phone Number
President and LPL Financial Advisor @ Primavera Financial Services
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Vincent M. Primavera Location
- Mount Laurel, NJ, US
Vincent M. Primavera Work
- President and LPL Financial Advisor @ (May 2021 - Present)
- Senior Financial Representative, Principal Securities Registered Representative, Financial Advisor @ (October 2016 - February 2023)
- Investment Consultant @ (August 2015 - October 2016)
- Financial Specialist II @ (September 2014 - August 2015)
- Financial Advisor @ (December 2013 - June 2014)
- Investment Consultant @ (July 2012 - December 2013)
- Financial Advisor @ (May 2011 - June 2012)
- Substitute Teacher @ (September 2008 - June 2012)
- Senior Customer Service Representative and Assistant Manager in Training @ (February 2008 - May 2011)
- Medical Review Enhanced Coodinator @ (April 2004 - November 2006)
Vincent M. Primavera Education
- Rutgers, The State University of New Jersey-Camden
Bachelors of Science (American Marketing Association, Rutgers Management Association, Athenaeum Honor Society)
Vincent M. Primavera Skills
- Retirement Planning
- Series 7
- Series 66
- Mutual Funds
- 401k
- 403b
- 529 Plans
- Fixed Annuities
- Variable Annuities
- IRAs
- Asset Allocation Analysis
- Brokerage Accounts
- Financial Needs Analysis
- Whole Life Insurance
- Wealth Accumulation Strategies
- Life Insurance
- Annuities
- Benefit Check-Up
- Business Continuation
- Buy-sell Agreements
- Buy-Sell Review
- Charitable Giving
- College Funding
- Current Policy Review
- Deferred Compensation Plans
- Disability Income Insurance
- Estate Planning Strategies
- Executive Benefit Strategies
- Executive Bonus Plans
- Group Annuities
- Group Life Insurance
- Income Protection
- Informal Business Valuation
- Key Person Insurance
- Long Term Care Insurance
- Pension Plans
- Retirement Account Reviews
- Retirement Plans
- Roth IRAs
- Salary Continuation
- SEP
- Simple IRAs
- Split Dollar Plans
- Suuplemental Retirement Income
- Survivor Income
- Tax-Deferred Savings
- Term Life Insurance
- Traditional IRAs
- Universal Life Insurance
- Financial Advisory
- Team Building
- Call Center
- Insurance
- Sales
- Sales Operations
- Finance
- Management
- Coaching
- CRM
- Investment Management
- Leadership
- PowerPoint
- Public Speaking
- Bonds
- Financial Planning
- Portfolio Management
- Customer Satisfaction
- Healthcare
- Asset Allocation
- Microsoft Office
- Buy Sell Review
- Microsoft Excel
- Asset Management
- Customer Service
- Life And Health Insurance Licenses
- Loans
- Social Media
- Business Development
- Strategic Planning
- Buy Sell Agreements
- Credit
- Tax Deferred Savings
- Banking
- Account Management
- Lotus Notes
- Investments
- Financial Services
- Wealth Management
- Microsoft Word
- Stocks
- Retirement
Vincent M. Primavera Summary
- Vincent M. Primavera, based in Mount Laurel, NJ, US, is currently a President and LPL Financial Advisor at Primavera Financial Services. Vincent M. Primavera brings experience from previous roles at Principal Financial Group, Scottrade, PNC and Edward Jones. Vincent M. Primavera holds a Bachelors of Science in American Marketing Association, Rutgers Management Association, Athenaeum Honor Society @ Rutgers, The State University of New Jersey-Camden. With a robust skill set that includes Retirement Planning, Series 7, Series 66, Mutual Funds, 401k and more. Vincent M. Primavera has 2 emails and 2 mobile phone numbers on RocketReach.
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