Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Zitalone is a financial advisor at Heritage Wealth Advisors. Aaron has been in the industry for 1 year and is registered to provide investment advice in Pennsylvania. He has a Series 7, Series 66, and SIE licenses. He has experience working with clients in a variety of industries, including individuals, high-net-worth individuals, charities, businesses, and pooled investment vehicles.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Tax preparation
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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PA
02/28/2023 - Present
Heritage Wealth Advisors (SEWICKLEY PA)
PA
07/19/2022 - 01/19/2023
RAYMOND JAMES & ASSOCIATES, INC. (Oil City PA)
PA
12/03/2020 - 07/20/2022
CETERA INVESTMENT SERVICES LLC (CANONSBURG PA)
BOTH
Issued 12/23/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/03/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/16/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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