Unclaimed
John Franklin Vitt is a financial advisor who has been working in the industry since 1981. John Vitt is currently registered with Equity Services, Inc. and has branch offices in Wilmette, IL and Chicago, IL. John Vitt has been registered with the firm since April 15, 1999. John Vitt has a total of 8 approved state registrations, including Illinois, Arizona, California, Colorado, Florida, Pennsylvania, Texas, and Wisconsin. John Vitt also holds a Series 63 license and is a Chartered Financial Consultant. John Vitt has experience working with high-net-worth individuals, corporations or other businesses, pension and profit-sharing plans, and charitable organizations. John Vitt offers a variety of financial services, including financial planning, portfolio management, pension consulting, educational seminars, and selection of other advisors.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IL
04/15/1999 - Present
Equity Services, Inc. (WILMETTI IL)
BC
Issued 11/07/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/02/1998
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/1995
Series 7 - General Securities Representative Examination
BC
Issued 07/09/1986
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 07/16/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure John Vitt is the right advisor for you? Invested Better is here to help.