Unclaimed
Vito Desimone is an active investment advisor representative. Vito Desimone has been in the industry for 11 years and is currently registered with Empower Advisory Group, LLC. Vito Desimone specializes in portfolio management for individuals and financial planning. Vito Desimone also has a Series 6, Series 7, and Series 63 license.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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
CO
12/02/2016 - Present
Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)
NY
08/08/2006 - 03/20/2007
BROWN BROTHERS HARRIMAN & CO. (NEW YORK NY)
IA
Issued 12/02/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/30/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/07/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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