Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eileen? Claim Your ProfileEileen Vitarelle is a financial advisor with over 20 years of experience in the financial services industry. Eileen is currently registered with Commonwealth Financial Network and has worked with a variety of clients including individuals, corporations, and charitable organizations. Eileen is dedicated to helping clients achieve their financial goals, and she has a strong understanding of investment strategies and products. Eileen also has experience working with clients who need financial planning services.
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.
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.
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2
NY
06/29/2021 - Present
Commonwealth Financial Network (Rexford NY)
NY
03/04/2014 - 10/10/2018
WELLS FARGO CLEARING SERVICES, LLC (ALBANY NY)
NY
11/15/2010 - 02/05/2014
PURSHE KAPLAN STERLING INVESTMENTS (ALBANY NY)
NY
03/09/2006 - 11/02/2010
CADARET, GRANT & CO., INC. (SYRACUSE NY)
NY
10/14/2005 - 03/11/2006
CITIGROUP GLOBAL MARKETS INC. (ALBANY NY)
MO
05/09/2002 - 09/30/2005
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
KS
12/11/2001 - 05/06/2002
WADDELL & REED, INC. (OVERLAND PARK KS)
OH
05/14/1999 - 06/26/2000
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
OH
10/06/1997 - 05/14/1999
KEY INVESTMENTS INC. (CLEVELAND OH)
NY
07/03/1997 - 10/07/1997
MARINE MIDLAND SECURITIES, INC. (NEW YORK NY)
BOTH
Issued 06/15/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/1997
Series 7 - General Securities Representative Examination
BC
Issued 07/02/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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