Unclaimed
Michael Vitale is a financial advisor with over 30 years of experience in the industry. He is registered with Private Advisor Group, LLC and holds both Series 7 and Series 65 licenses. Michael Vitale is also a Certified Financial Planner. Michael Vitale provides investment advisory services through Private Advisor Group, LLC, an independent investment advisor firm.
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.
Solicitation/referral
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.
A percentage of the total value of assets under management is charged.
Solicitor/referral fees
1
2
MN
03/16/2022 - Present
Private Advisor Group, LLC (Plymouth MN)
MN
03/31/1999 - 09/08/2009
MUTUAL SERVICE CORPORATION (PLYMOUTH MN)
CA
04/27/1998 - 03/31/1999
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
MN
01/01/1991 - 05/21/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/01/1991 - 05/21/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 02/10/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/21/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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