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Ernest Chisena

Latitude Advisors, LLC

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About Ernest Chisena

Ernest Chisena is a registered investment advisor representative with Latitude Advisors, LLC. Ernest has been in the financial services industry since 1984 and is licensed in Delaware, Florida, Idaho, Maryland, New Jersey, New York, Pennsylvania and Virginia. Ernest is a Series 7, 22, 24, 51, and 63 licensed representative. In addition to investment advisory services, Ernest provides insurance services through Ernest Chisena. Ernest's current employment with Latitude Advisors, LLC began in November 2009. Previous employment includes Medallions Investment Services, Inc., Wharton Equity Corporation, FSC Securities Corporation and Cigna Securities, Inc.

Firm Information

Ernest Chisena is currently registered with Latitude Advisors, LLC. Latitude Advisors, LLC is an investment advisor with 74 investment advisor representatives and 62 registered representatives. The firm manages approximately $340,392,000 in assets for individuals, corporations, pension plans, and other clients. Latitude Advisors, LLC provides financial planning, pension consulting, and selection of other advisors.

$340.39M

Assets Under Management

10

Total Clients

62

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Third party referral fees

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Ernest Chisena’s Registration & Firm History

PA

11/02/2009 - Present

Latitude Advisors, LLC (WEST CHESTER PA)

PA

08/23/1999 - 11/10/2009

MEDALLION INVESTMENT SERVICES, INC. (WEST CHESTER PA)

PA

07/12/1989 - 09/01/1999

WHARTON EQUITY CORPORATION (WAYNE PA)

GA

01/28/1988 - 07/14/1989

FSC SECURITIES CORPORATION (ATLANTA GA)

PA

02/09/1984 - 02/22/1988

CIGNA SECURITIES, INC. (RADNOR PA)

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Licenses & Designations

BC

Issued 02/07/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/14/2003

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 06/15/1989

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/20/1989

Series 7 - General Securities Representative Examination

BC

Issued 04/17/1984

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 02/07/1984

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ernest Chisena.
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