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Jaime Alyse Vitulano

PHX Financial, Inc.

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About Jaime Alyse Vitulano

Jaime Alyse Vitulano is a financial professional with PHX Financial, Inc. Jaime has been in the financial industry for over 2 years and holds the Series 7TO and SIE licenses. Jaime is registered with the state of Florida and is currently active.

Firm Information

Jaime Vitulano is currently registered with PHX Financial, Inc.. PHX Financial, Inc. is a Corporation formed in December 2006. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has been involved in 3 regulatory events and 2 arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

65

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.

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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Jaime Vitulano’s Registration & Firm History

FL

03/18/2023 - Present

PHX Financial, Inc. (Fort Lauderdale FL)

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Licenses & Designations

BC

Issued 03/18/2023

Series 7TO - General Securities Representative Examination

BC

Issued 12/03/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jaime Alyse Vitulano.
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