Unclaimed
Victor Vito Costanza is a financial advisor based in Frankfort, NY and is currently registered with Osaic Wealth, Inc. Victor has been working in the financial industry since October 4, 1982. Victor is also registered in Florida, Louisiana, and New York. Victor has Series 6, Series 22 and SIE licenses. Victor previously worked at SIGNATOR INVESTORS, INC., IBN FINANCIAL SERVICES, INC., TOWER SQUARE SECURITIES, INC., JOHN HANCOCK DISTRIBUTORS, INC., and JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY.
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.
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
NY
11/02/2018 - Present
Osaic Wealth, Inc. (FRANKFORT NY)
NY
05/15/2012 - 11/02/2018
SIGNATOR INVESTORS, INC. (FRANKFORT NY)
NY
01/02/2003 - 05/15/2012
IBN FINANCIAL SERVICES, INC. (FRANKFORT NY)
CA
03/19/1996 - 01/06/2003
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
MA
10/05/1982 - 03/21/1996
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
10/05/1982 - 03/21/1996
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/1989
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/04/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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