Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vito? Claim Your ProfileVito Laera is an investment advisor with over 20 years of experience. Vito has been registered with J.P. Morgan Securities LLC since May 2012. Prior to that Vito worked for CHASE INVESTMENT SERVICES CORP., CABRERA CAPITAL MARKETS, LLC, CALAMOS FINANCIAL SERVICES LLC, MORGAN STANLEY DW INC., and H&R BLOCK FINANCIAL ADVISORS, INC. Vito is a Certified Financial Planner. Vito specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses. Vito holds Series 7, Series 31, Series 52, Series 63 and Series 65 licenses and has passed the Securities Industry Essentials (SIE) exam.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
IL
09/20/2013 - Present
J.p. Morgan Securities LLC (Wheaton IL)
IL
06/12/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (WHEATON IL)
IL
04/06/2009 - 06/21/2011
CABRERA CAPITAL MARKETS, LLC (CHICAGO IL)
IL
01/07/2004 - 02/29/2008
CALAMOS FINANCIAL SERVICES LLC (NAPERVILLE IL)
NY
05/29/2002 - 09/18/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
MI
07/28/1999 - 05/15/2002
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
IA
Issued 07/20/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 10/28/1999
Series 7 - General Securities Representative Examination
BC
Issued 07/27/1999
Series 52 - Municipal Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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