Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vito? Claim Your ProfileVito Collacuro is a financial advisor at Settanni Financial LLC in Katonah, NY. Vito has been in the industry since 2014 and has experience working with individuals, high-net-worth individuals, corporations, and charitable organizations. Vito holds the Series 66, Series 7, and SIE licenses. Vito is also a tax preparer for Settanni CPA, which takes up less than 10% of his time during business hours.
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.
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.
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NY
07/13/2021 - Present
Settanni Financial LLC (KATONAH NY)
NY
04/16/2014 - 11/20/2018
CETERA FINANCIAL SPECIALISTS LLC (KATONAH NY)
BOTH
Issued 05/14/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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