Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Priscilla? Claim Your ProfilePriscilla Vultaggio is a registered representative with Stonex Advisors Inc., located in Birmingham, Alabama. Priscilla has been in the financial industry since February 2013, having previously worked at Allied Millennial Partners, LLC in New York. Priscilla's experience includes financial consulting services, financial planning, pension consulting and portfolio management for individuals and businesses. Priscilla is licensed in New York and holds multiple industry certifications, including Series 7, 24, 57, 63, 65, 99, and SIE.
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.
Financial consulting services
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.
1
2
AL
11/04/2021 - Present
Stonex Advisors Inc. (BIRMINGHAM AL)
NY
10/16/2012 - 03/20/2020
ALLIED MILLENNIAL PARTNERS, LLC (NEW YORK NY)
BC
Issued 12/21/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/30/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/24/2014
Series 24 - General Securities Principal Examination
BC
Issued 07/02/2022
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2014
Series 7 - General Securities Representative Examination
BC
Issued 10/15/2012
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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