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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jesse? Claim Your ProfileJesse Vitagliano is an active financial advisor with over 25 years of experience in the industry. Jesse currently works at Morgan Stanley, specializing in a variety of services including financial planning, pension consulting, portfolio management, and more. Before joining Morgan Stanley, Jesse was a registered representative with UBS Financial Services Inc. and Wachovia Securities LLC. Jesse's expertise spans multiple areas of financial advising, and Jesse is committed to providing comprehensive financial solutions for individuals, businesses, and institutions.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NJ
03/05/2021 - Present
Morgan Stanley (Northfield NJ)
NJ
01/09/2009 - 03/16/2021
UBS FINANCIAL SERVICES INC. (MT. LAUREL NJ)
NJ
07/18/2003 - 01/12/2009
WACHOVIA SECURITIES, LLC (MARLTON NJ)
NY
03/20/1998 - 07/21/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
03/06/1997 - 04/08/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 05/09/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/21/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 03/05/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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