Our Qualifications

James Primiano, Wealth Manager and owner of Primiano Financial

Professional Designations and Licenses

• Wealth Manager since 2001. 
• Member of the Personal Finance Speakers Association
• Registered Representative of LPL Financial 
• FINRA Licensed Series 6
• FINRA Licensed Series 7
• FINRA Licensed Series 63
• FINRA Licensed Series 66
• Licensed Insurance Agent for:

  • Life, Accident and Health

  • NYS Partnership Certified
  • Variable Life and Annuities

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