Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maria? Claim Your ProfileMaria Vitale is an investment advisor representative with Morgan Stanley. Maria has been in the industry since 2006 and has experience with a wide range of clients, including individuals, corporations, high-net-worth individuals, and charitable organizations. Maria is registered with FINRA and the securities regulators in 45 states, as well as in New Jersey, New York, and Texas as an investment advisor. Maria has passed the Series 63, 65, 7 and SIE examinations.
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
NY
04/14/2011 - Present
Morgan Stanley (New York NY)
NJ
06/01/2009 - 02/14/2011
MORGAN STANLEY SMITH BARNEY (WESTFIELD NJ)
NJ
08/22/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (WESTFIELD NJ)
IA
Issued 02/22/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/02/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Maria Vitale is the right advisor for you? Invested Better is here to help.
