Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vicki? Claim Your ProfileVicki Crisalli is an investment advisor representative at Tortoise Investment Management, LLC, a firm based in White Plains, NY. Vicki has been in the financial services industry for over 15 years. She is a chartered financial analyst and holds Series 63, SIE and Series 7 licenses.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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NY
08/09/2021 - Present
Tortoise Investment Management, LLC (WHITE PLAINS NY)
NY
10/01/2008 - 08/03/2016
J.P. MORGAN SECURITIES LLC (New York NY)
NY
05/22/2008 - 10/01/2008
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
02/04/2004 - 12/31/2005
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
BC
Issued 06/02/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/03/2016
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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