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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Arta? Claim Your ProfileArta Vitolo is a financial advisor who has been in the industry since 1987. Arta is currently registered with Wells Fargo Advisors Financial Network, LLC and has been with the firm since July 2024. Arta has been a financial advisor for over 35 years and has worked at various firms, including WELLS FARGO CLEARING SERVICES, LLC, FIRST UNION CAPITAL MARKETS CORP., and BUTCHER & SINGER INC. Arta is a Certified Financial Planner and holds the Series 7, Series 63, and Series 65 licenses. Arta specializes in providing investment consulting services to institutional clients, as well as financial planning and portfolio management for both businesses and individuals. Arta is registered in 35 states and the District of Columbia.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
DE
07/18/2024 - Present
Wells Fargo Advisors Financial Network, LLC (GREENVILLE DE)
DE
10/01/1999 - 07/18/2024
WELLS FARGO CLEARING SERVICES, LLC (GREENVILLE DE)
NC
01/01/1991 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
NA
04/21/1987 - 01/01/1991
BUTCHER & SINGER INC.
IA
Issued 04/06/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/29/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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