Francesco Vitale is a registered investment advisor, based in Barrington, IL, with 30 years of industry experience.
Location
1525 South Grove Avenue, Unit 202, Barrington, IL, 60010
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Francesco is an investment advisor through an outside RIA, Merit Financial Advisors, and provides fixed insurance advice as an agent for both fixed insurance and PKSF. He also serves as the executor of a trust, taking minimal time.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Merit Financial Advisors
Previous Registrations
Cetera Investment Advisers LLC
Cetera Advisor Networks LLCBroker
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
M Holdings Securities, INC.Broker
Cco Investment Services CORP.
Cco Investment Services CORP.Broker
Charter One Securities, INC.Broker
TD Waterhouse Investor Services, INC.
TD Waterhouse Investor Services, INC.Broker
Linsco/private Ledger CORP.Broker
Citicorp Investment ServicesBroker
Abn Amro Investment Services, INC.Broker
Ameritas Investment CORP.Broker
Harris Investors Direct, INC.Broker
Citicorp Investment ServicesBroker
Charles Schwab & CO., INC.Broker
Edward D. Jones & CO., L.P.Broker
State Registrations21 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.