Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Vitt has been in the financial services industry for over 30 years. Jeffrey is currently registered with Raymond James Financial Services Advisors, Inc. Previously, Jeffrey worked at several firms, including Financial Network Investment Corporation, Wachovia Securities, LLC, Ryan, Beck & Co., LLC., International Capital Growth LLC, Dalton Kent Securities Group, Inc., International Capital Growth, LTD., Raymond James Financial Services, Inc., Bluestone Capital Partners, L.P., Laidlaw Equities, Inc., Josephthal Lyon & Ross Incorporated, Hanover, Sterling & Company LTD., GKN Securities Corp., Advest, Inc. and Gruntal & Co. Incorporated.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
PA
01/23/2020 - Present
Raymond James Financial Services Advisors, Inc. (NEWTOWN SQUARE PA)
PA
02/02/2009 - 03/31/2009
FINANCIAL NETWORK INVESTMENT CORPORATION (CONSHOHOCKEN PA)
PA
04/29/2002 - 01/02/2009
WACHOVIA SECURITIES, LLC (WYOMISSING PA)
NJ
02/01/2002 - 04/11/2002
RYAN, BECK & CO., LLC. (FLORHAM PARK NJ)
FL
07/06/2001 - 02/04/2002
INTERNATIONAL CAPITAL GROWTH LLC (BOCA RATON FL)
NY
01/11/2001 - 07/06/2001
DALTON KENT SECURITIES GROUP, INC. (NEW YORK NY)
FL
03/21/2001 - 06/13/2001
INTERNATIONAL CAPITAL GROWTH, LTD. (BOCA RATON FL)
FL
07/21/2000 - 01/11/2001
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
NY
01/16/1997 - 07/27/2000
BLUESTONE CAPITAL PARTNERS, L.P. (NEW YORK NY)
NY
02/05/1996 - 01/06/1997
LAIDLAW EQUITIES, INC. (NEW YORK NY)
NY
03/01/1995 - 02/20/1996
JOSEPHTHAL LYON & ROSS INCORPORATED (NEW YORK NY)
NY
12/13/1993 - 07/11/1995
HANOVER, STERLING & COMPANY LTD. (NEW YORK NY)
NY
06/30/1993 - 12/07/1993
GKN SECURITIES CORP. (NEW YORK NY)
CT
04/20/1993 - 07/09/1993
ADVEST, INC. (HARTFORD CT)
NY
01/01/1991 - 04/21/1993
GRUNTAL & CO. INCORPORATED (NEW YORK NY)
IA
Issued 05/13/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/13/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/03/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/13/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/03/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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