Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Francis? Claim Your ProfileFrancis Vincent Vitellaro is a financial advisor with over 24 years of experience in the industry. Francis currently works at Osaic Wealth, Inc., providing investment advice and services. Francis has worked with clients from various backgrounds and has a strong track record of helping clients achieve their financial goals.
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.
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2
NJ
06/14/2024 - Present
Osaic Wealth, Inc. (PRINCETON NJ)
NJ
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (PRINCETON NJ)
NJ
09/14/2012 - 07/17/2020
INVESTACORP, INC. (PRINCETON NJ)
NJ
04/21/2011 - 08/30/2012
WELLS FARGO ADVISORS, LLC (PRINCETON NJ)
NJ
10/23/2009 - 04/26/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PRINCETON NJ)
NJ
09/30/2005 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (PRINCETON NJ)
NY
05/21/1999 - 11/04/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 12/18/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/19/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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