Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Vitou is a financial advisor with AE Wealth Management, LLC, a firm based in Topeka, Kansas. James is licensed to provide investment advice in the state of Ohio. James has been providing investment advice for over 30 years. James is a Chartered Financial Consultant and provides various investment advisory services including Financial Planning, Portfolio Management for individuals and businesses, and Pension Consulting. Prior to joining AE Wealth Management, James had experience with several other firms including MML Investors Services, Inc., Valmark Securities, Inc., and G.R. Phelps & Co., Inc. James is also a founding partner of Vitou Financial Services, providing insurance sales and services in Rocky River, Ohio.
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
OH
07/11/2023 - Present
AE Wealth Management, LLC (Rocky River OH)
OH
01/03/2002 - 12/02/2010
MML INVESTORS SERVICES, INC. (ROCKY RIVER OH)
OH
11/14/1997 - 02/11/2002
VALMARK SECURITIES, INC. (AKRON OH)
MN
09/05/1996 - 03/19/1998
ASCEND FINANCIAL SERVICES, INC. (ST. PAUL MN)
MA
03/01/1996 - 09/05/1996
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
08/10/1993 - 03/01/1996
G. R. PHELPS & CO., INC.
BC
Issued 08/09/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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