Loretta Vitale
Loretta Vitale is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Staten Island, NY, with 43 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Staten Island, NY
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2010Other Business Activities
Loretta is the owner of LCV Wealth Management Solutions Inc, a support company, dedicating minimal time. She also serves as a board member for Mountain View Estates HOA, spending minimal time attending meetings and addressing property maintenance.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Raymond James Financial Services, INC.
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Russo Securities INC.Broker
Russo Securities INC.Broker
First Security Investments, INC.Broker
First Colonial Securities Group, INC.Broker
Meyers Pollock Robbins, INC.Broker
Nori, Hennion, Walsh, INC.Broker
R. Seelaus & Co.,inc.Broker
First Montauk Securities CORP.Broker
Banca Imi Securities CORP.Broker
Lehman Brothers INC.Broker
Lehman Brothers INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations17 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.