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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Vitale is an investment advisor representative registered with United Capital Financial Advisors. Patricia has been in the industry since 2001. Patricia is based in BETHPAGE, NY. Patricia is a registered investment advisor representative in California and New York. Patricia is also a registered principal in New York. Patricia has passed the Series 6, Series 7, Series 24 and Series 63 exams. Patricia provides financial planning and investment advisory services to individuals, corporations, and charitable organizations. Patricia has over 20 years of experience in the financial services industry.
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.
Sub-adviser for other investment advisers
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.
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NY
03/30/2021 - Present
United Capital Financial Advisors (BETHPAGE NY)
NY
09/01/2009 - 03/31/2014
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (BETHPAGE NY)
NY
08/15/2005 - 09/01/2009
WATERSTONE FINANCIAL GROUP, INC. (BETHPAGE NY)
CA
03/05/2001 - 08/15/2005
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
IA
Issued 06/07/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/04/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/02/2007
Series 24 - General Securities Principal Examination
BC
Issued 12/10/2004
Series 7 - General Securities Representative Examination
BC
Issued 03/03/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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