Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Vitaletti is a financial advisor with over 30 years of experience in the industry. He is currently registered with LPL Financial LLC and has been with the firm since October 2011. Before joining LPL Financial LLC, Thomas Vitaletti was with UVEST FINANCIAL SERVICES GROUP, INC. from May 2001 to October 2011. Thomas Vitaletti is a licensed broker and investment advisor representative and is registered in multiple states.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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VA
10/11/2011 - Present
LPL Financial LLC (WILLIAMSBURG VA)
VA
05/02/2001 - 10/11/2011
UVEST FINANCIAL SERVICES GROUP, INC. (WILLIAMSBURG VA)
NC
08/14/1998 - 03/28/2001
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
IA
12/08/1997 - 07/23/1998
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
FL
07/11/1995 - 05/19/1997
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
VA
11/16/1993 - 07/26/1995
DAVENPORT & CO. OF VIRGINIA, INC. (RICHMOND VA)
NY
07/08/1992 - 11/17/1993
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BOTH
Issued 11/06/2006
Series 66 - Uniform Combined State Law Examination
IA
Issued 08/03/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/21/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/15/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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