Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deborah? Claim Your ProfileDeborah Vitalone-cusito is a financial advisor who has been in the industry since September 4, 2000. Deborah is currently registered with LPL Financial LLC and has been with the firm since November 29, 2017. Deborah has previously held positions with National Planning Corporation, Morgan Stanley Smith Barney, and Wachovia Securities, LLC. Deborah has a Series 7, Series 63, and SIE license. Deborah specializes in providing financial advice to individuals, businesses, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations. Deborah also provides financial planning, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for 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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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
FL
11/29/2017 - Present
LPL Financial LLC (LADY LAKE FL)
FL
12/06/2012 - 11/29/2017
NATIONAL PLANNING CORPORATION (LADY LAKE FL)
FL
08/01/2012 - 09/05/2012
MORGAN STANLEY SMITH BARNEY (THE VILLAGES FL)
FL
02/04/2008 - 06/18/2012
NATIONAL PLANNING CORPORATION (THE VILLAGES FL)
FL
07/14/2006 - 01/18/2008
WACHOVIA SECURITIES, LLC (BOCA RATON FL)
FL
03/21/2005 - 07/18/2006
MORGAN STANLEY DW INC. (DELRAY BEACH FL)
AL
03/16/2000 - 02/25/2005
SOUTHTRUST SECURITIES, LLC (BIRMINGHAM AL)
BC
Issued 04/12/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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