Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cara? Claim Your ProfileCara Brooke Vitale is a Registered Representative and Investment Advisor Representative. Cara has been in the industry since February 2017 and is currently employed by Alliancebernstein LP. Cara's previous experience includes a role at UBS Financial Services Inc. where she was also a Registered Representative and Investment Advisor Representative. Cara holds the Series 66, SIE, and Series 7 licenses. Cara has experience working with a variety of clients including individuals, corporations, investment companies, and high-net-worth individuals.
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.
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.
Strategic management for diversified investment portfolios.
Asset allocation
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
02/28/2023 - Present
Alliancebernstein LP (NEW YORK NY)
NJ
02/13/2017 - 11/26/2018
UBS FINANCIAL SERVICES INC. (PRINCETON NJ)
BOTH
Issued 09/18/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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