Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vito? Claim Your ProfileVito Petriello is a financial advisor currently registered with TD Private Client Wealth LLC. Vito has been in the financial services industry since September 4, 2007 and is registered in Connecticut, New Jersey, and New York. Vito has a broad range of experience working with individuals, high-net-worth individuals, corporations, insurance companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities.
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.
A percentage of the total value of assets under management is charged.
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2
NY
02/01/2023 - Present
TD Private Client Wealth LLC (New York NY)
NY
05/29/2020 - 01/31/2023
ALLSTATE FINANCIAL SERVICES, LLC (Harrison NY)
NY
05/01/2019 - 05/06/2020
AXA ADVISORS, LLC (NEW YORK NY)
NY
01/03/2018 - 05/02/2019
ALLSTATE FINANCIAL SERVICES, LLC (White Plains NY)
NY
09/26/2017 - 12/12/2017
HD VEST INVESTMENT SERVICES (Tuckahoe NY)
NY
10/05/2016 - 06/22/2017
MML INVESTORS SERVICES, LLC (TARRYTOWN NY)
IL
10/03/2003 - 03/08/2006
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
NE
11/20/1997 - 07/03/2003
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
NY
08/23/1996 - 12/03/1997
DAVID LERNER ASSOCIATES, INC. (SYOSSET NY)
NY
06/14/1996 - 08/14/1996
CONTINENTAL BROKER-DEALER CORP. (CARLE PLACE NY)
BOTH
Issued 01/31/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/20/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/06/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/07/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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