Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Loretta? Claim Your ProfileLoretta Costa Vitale is a financial advisor with over 40 years of experience in the industry. Loretta is currently registered with Raymond James Financial Services Advisors, Inc. in Staten Island, NY. Loretta has previously been registered with a number of other firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Russo Securities Inc., and First Security Investments, Inc. Loretta specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and institutions. Loretta holds the Series 7, Series 24, Series 63 and Series 65 licenses.
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
NY
07/08/2021 - Present
Raymond James Financial Services Advisors, Inc. (STATEN ISLAND NY)
NY
01/25/2001 - 03/12/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (STATEN ISLAND NY)
NY
07/29/1999 - 01/18/2001
RUSSO SECURITIES INC. (STATEN ISLAND NY)
NA
06/16/1999 - 07/08/1999
RUSSO SECURITIES INC.
PA
02/05/1998 - 06/16/1999
FIRST SECURITY INVESTMENTS, INC. (KINGSTON PA)
FL
10/30/1997 - 12/18/1997
FIRST COLONIAL SECURITIES GROUP, INC. (BOCA RATON FL)
NY
02/27/1997 - 10/31/1997
MEYERS POLLOCK ROBBINS, INC. (NEW YORK NY)
NJ
12/24/1996 - 03/21/1997
NORI, HENNION, WALSH, INC. (PARSIPPANY NJ)
NJ
02/10/1995 - 08/01/1996
FIRST MONTAUK SECURITIES CORP. (RED BANK NJ)
NJ
03/07/1995 - 03/13/1995
R. SEELAUS & CO.,INC. (CHATHAM NJ)
NY
01/07/1992 - 11/30/1994
BANCA IMI SECURITIES CORP. (NEW YORK NY)
NA
04/25/1989 - 01/15/1992
LEHMAN BROTHERS INC.
NY
06/05/1985 - 01/15/1992
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
07/24/1981 - 07/12/1990
DEAN WITTER REYNOLDS INC.
IA
Issued 02/10/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/31/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/19/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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