Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patti? Claim Your ProfilePatti Vitale is a financial advisor in Charlotte, NC. Patti has been in the financial industry since December 2005 and is currently registered with Vanguard Marketing Corp.. Patti Vitale is also registered with the state of North Carolina. Patti has passed several exams, including the Series 63, Series 7, Series 6, and the SIE exam. Prior to her current role, Patti Vitale was employed at Wells Fargo Funds Distributor, LLC, and Evergreen Investment Services, Inc..
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.
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.
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2
NC
02/09/2011 - Present
Vanguard Marketing Corp. (CHARLOTTE NC)
NC
01/04/2010 - 05/07/2010
WELLS FARGO FUNDS DISTRIBUTOR, LLC (CHARLOTTE NC)
NC
03/09/2005 - 01/04/2010
EVERGREEN INVESTMENT SERVICES, INC. (CHARLOTTE NC)
BC
Issued 03/30/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2007
Series 7 - General Securities Representative Examination
BC
Issued 03/08/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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