Antonio Vincent Porretta

3916 Balmoral Ave, Harrisburg, NC 28075

Financial Services

Lpl Financial
Independent Wealth Manager
Wells Fargo Advisors May 2007 - Jun 2011
First Vice President-Investments
Brighton Securities 2003 - 2007
Financial Advisor
Morgan Stanley 2000 - 2003
Financial Consultant
Blackbridge Financial 2000 - 2003
Independent Wealth Manager

Rochester Institute of Technology - Saunders College of Business 2006 - 2007
Master of Business Administration, Masters Rochester Institute of Technology 2006 - 2007
Master of Business Administration, Masters, Business Rochester Institute of Technology - Saunders College of Business 1999 - 2001
Master of Business Administration, Masters St. John Fisher College 1995 - 1998
Bachelors, Bachelor of Arts, Psychology Mcquaid Jesuit High School 1989 - 1993

Portfolio Management
Retirement Planning
Series 7
Asset Allocation
Wealth Management
Finance
Series 63
401K
Retirement
Mutual Funds
Strategic Financial Planning
Wealth
Finra
Public Speaking
Personal Financial Planning
401K Rollovers
Iras
Investment Management
Asset Management
Risk Management
Series 65
Investment Strategies
Variable Annuities
Income Protection
Investment Advisory
Separately Managed Accounts
Wealth Management Services
Wealth Accumulation
Roth Ira
Qualified Retirement Plans
Financial Analysis
Cash Flow

Civil Rights and Social Action
Retirement Planning
Wealth Management
Children

Rochester, NY

Financial Services