Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matteo? Claim Your ProfileMatteo Adriano Vitale is a registered representative with Equity Services, Inc., a firm based in Montpelier, Vermont. Matteo has been in the financial services industry for over 6 years and holds Series 63 and 65 licenses. Matteo has experience working with high net worth individuals, corporations, pension and profit sharing plans, and charitable organizations. Matteo provides financial planning, pension consulting, and educational seminars to clients. In addition to his work with Equity Services, Inc., Matteo is also CEO and founder of Sicura Wealth Strategies.
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.
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IL
10/10/2024 - Present
Equity Services, Inc. (CHICAGO IL)
Active
Inactive
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