Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Giovanni? Claim Your ProfileGiovanni Bonaventura Vitale is an active investment advisor representative with Osaic Wealth, Inc., working in the North Syracuse, NY area. Giovanni has been in the securities industry for over 24 years and has been registered with Securities America, Inc. and Cadaret, Grant & Co., Inc. before joining Osaic Wealth, Inc. Giovanni is a licensed investment advisor representative in several states including New York, Florida, Massachusetts, New Jersey, North Carolina and Virginia. Giovanni also holds the Series 63, Series 65, Series 7, and SIE licenses.
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
NY
06/14/2024 - Present
Osaic Wealth, Inc. (VICTOR NY)
NY
05/04/2018 - 06/14/2024
SECURITIES AMERICA, INC. (NORTH SYRACUSE NY)
NY
07/06/1999 - 05/07/2018
CADARET, GRANT & CO., INC. (NORTH SYRACUSE NY)
IA
Issued 02/12/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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