Unclaimed
Santo Liberto is an investment advisor representative with Fort Pitt Capital Group, LLC. Santo has over 20 years of experience in the financial industry. Santo has a Series 63, Series 65, Series 7, and Series 31 licenses. Santo is registered to provide investment advice in Pennsylvania. Santo has previously worked at several firms, including J.J.B. Hilliard, W.L. Lyons, Inc., and Dean Witter Reynolds Inc. Santo specializes in providing financial planning, portfolio management, and credit and cash management solutions.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Credit and cash management solutions; insurance solutions
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.
Revenue sharing with our affiliate, focus risk solutions
1
2
PA
09/25/2015 - Present
Fort Pitt Capital Group, LLC (PITTSBURGH PA)
ME
01/06/2005 - 06/12/2006
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
NE
12/02/2002 - 01/10/2003
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
FL
10/09/2002 - 11/08/2002
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
KY
09/01/2000 - 06/18/2002
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
NY
01/21/2000 - 08/07/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
MN
11/04/1999 - 12/03/1999
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/04/1999 - 12/03/1999
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 02/11/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/08/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/20/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 11/03/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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