Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Anthony Vitale is a financial advisor with LPL Financial LLC. Joseph has been in the financial services industry since 1997. Joseph has passed the Series 7, Series 63, and Series 66 exams. Joseph has previous experience with firms such as J.P. Morgan Securities LLC, Chase Investment Services Corp., Ameriprise Financial Services, Inc., Morgan Stanley DW Inc., CitiCorp Investment Services, ABN AMRO Investment Services, Inc., Everen Securities, Inc., Gruntal & Co. Incorporated, Joseph Roberts & Co., Inc., and Montano Securities Corporation. In addition to his current position at LPL Financial LLC, Joseph is also associated with Wintrust Investments, Wintrust Investment and Insurance Agency, and Wintrust Wealth Management.
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.
Consulting and other non-discretionary advisory services
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.
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2
FL
02/04/2025 - Present
LPL Financial LLC (BOCA RATON FL)
IL
10/01/2012 - 07/12/2017
J.P. MORGAN SECURITIES LLC (Prospect Heights IL)
IL
06/07/2006 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (MT. PROSPECT IL)
IL
04/26/2006 - 06/16/2006
AMERIPRISE FINANCIAL SERVICES, INC. (CHICAGO IL)
NY
06/15/2001 - 12/10/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
02/11/2000 - 06/05/2001
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
IL
05/20/1999 - 02/01/2000
ABN AMRO INVESTMENT SERVICES, INC. (CHICAGO IL)
NY
11/18/1996 - 05/25/1999
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
MO
10/30/1995 - 11/15/1996
EVEREN SECURITIES, INC. (ST. LOUIS MO)
NY
04/11/1995 - 09/13/1995
GRUNTAL & CO. INCORPORATED (NEW YORK NY)
FL
10/20/1994 - 02/02/1995
JOSEPH ROBERTS & CO., INC. (POMPANO BEACH FL)
CA
03/28/1994 - 10/19/1994
MONTANO SECURITIES CORPORATION (ORANGE CA)
BOTH
Issued 05/16/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/08/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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