Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Francesco? Claim Your ProfileFrancesco Vitale is a financial advisor currently registered with Merit Financial Advisors. Francesco has been in the financial industry since 1995, having previously worked for firms such as VOYA FINANCIAL ADVISORS, INC., CETERA ADVISOR NETWORKS LLC, and CHARLES SCHWAB & CO., INC.. Francesco is a licensed agent in Alabama, Arizona, Arkansas, California, Florida, Georgia, Illinois, Indiana, Kentucky, Michigan, Nevada, North Carolina, Ohio, Oklahoma, Pennsylvania, Texas, Virginia, and Wisconsin. Francesco specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Francesco also offers fixed insurance and is a trustee for the Ceasare and Marie Vitale Living trust.
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.
A percentage of the total value of assets under management is charged.
Consulting fees
1
2
GA
08/12/2024 - Present
Merit Financial Advisors (ALPHARETTA GA)
IL
06/09/2021 - 08/13/2024
CETERA ADVISOR NETWORKS LLC (BARRINGTON IL)
IL
07/07/2008 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (BARRINGTON IL)
IL
02/09/2007 - 07/07/2008
CHASE INVESTMENT SERVICES CORP. (BLOOMINGDALE IL)
IL
11/17/2006 - 02/13/2007
M HOLDINGS SECURITIES, INC. (LINCOLNSHIRE IL)
IL
12/01/2005 - 10/19/2006
CCO INVESTMENT SERVICES CORP. (HOFFMAN ESTATES IL)
OH
09/07/2005 - 12/01/2005
CHARTER ONE SECURITIES, INC. (CLEVELAND OH)
NE
03/07/2002 - 08/31/2005
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
SC
11/08/2000 - 02/28/2002
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NY
03/16/2000 - 07/12/2000
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
IL
11/12/1999 - 03/15/2000
ABN AMRO INVESTMENT SERVICES, INC. (CHICAGO IL)
NE
12/17/1998 - 11/10/1999
AMERITAS INVESTMENT CORP. (LINCOLN NE)
IL
12/17/1998 - 11/04/1999
HARRIS INVESTORS DIRECT, INC. (CHICAGO IL)
NY
01/28/1997 - 11/19/1998
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
TX
01/09/1996 - 02/21/1997
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
MO
07/15/1994 - 03/24/1995
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
BOTH
Issued 06/18/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/19/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/12/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/01/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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