Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charlotte? Claim Your ProfileCharlotte Elizabeth Petillo is a financial professional with over 19 years of experience in the securities industry. Charlotte is currently registered with Tradition Securities And Derivatives LLC in New York, New York and Florida. Prior to joining Tradition Securities And Derivatives LLC, Charlotte was employed by Whitaker Securities LLC and Seaboard Securities, Inc.. Charlotte holds the Series 7, Series 63 and SIE licenses. Charlotte is a dedicated professional with a strong commitment to providing exceptional client service.
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.
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.
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2
NY
07/10/2023 - Present
Tradition Securities AND Derivatives LLC (New York NY)
FL
03/26/2008 - 07/05/2023
WHITAKER SECURITIES LLC (JUNO BEACH FL)
NY
12/10/2004 - 04/01/2008
SEABOARD SECURITIES, INC. (NEW YORK NY)
BC
Issued 10/17/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/2004
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
F
FINRA
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
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