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Joseph A. Vignoni Jr., CFP®

LICENSED BANKER

36 followers

Riverside, California, United States

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Timeline
About me
Senior Vice President - Investment Officer at Wells Fargo Advisors
Education
- University of California System
  2013 - 2014
  Accredited Certificate Program
- California State University System
  2006 - 2012
  Bachelor's Degree
- California State University, Fullerton
  2007 - 2012
  Bachelor of Business Administration - BBA Accounting and Finance
Experience
- WELLS FARGO INVESTMENTS, LLC
  Feb 2009 - Jan 2011
  LICENSED BANKER
- WELLS FARGO BANK, N.A.
  Jan 2011 - Aug 2014
  PRIVATE BANKER 2
- WELLS FARGO ADVISORS LLC
  Aug 2014 - Nov 2016
  Financial Advsior
- WELLS FARGO CLEARING SERVICES, LLC
  Nov 2016 - Oct 2017
  Financial Advisor
- U.S. Bancorp Investments, Inc.
  Oct 2017 - Apr 2019
  Wealth Management Advisor
- Merrill Lynch Wealth Management
  Apr 2019 - Jul 2022
  Financial Advisor, Vice President
- Wells Fargo Advisors
  May 2022 - now
  Senior Financial Advisor
Licenses & Certifications
- Certified Financial Planner
  CFP Board of Standards
  Sept 2013