Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leila? Claim Your ProfileLeila Vitale is a financial advisor currently working for UBS Financial Services Inc., a firm based in Weehawken, NJ. Leila Vitale has been in the industry since January 29, 2002 and has worked at UBS Financial Services Inc. since May of 2014. Leila Vitale has worked at two other firms during her career, J.P. MORGAN SECURITIES LLC and A. G. EDWARDS & SONS, INC.. Leila Vitale is registered to provide financial advice and services in New Jersey, North Carolina, and Texas. Leila Vitale is also a registered Investment Advisor Representative (IAR) in these states.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
NJ
06/04/2014 - Present
UBS Financial Services Inc. (SHORT HILLS NJ)
NJ
01/12/2006 - 06/16/2014
J.P. MORGAN SECURITIES LLC (FLORHAM PARK NJ)
MO
01/29/2002 - 01/23/2006
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 04/28/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/2002
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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