Joseph Vitale (CRD# 1920232) is an Investment Advisor Representative working at American Retirement Advisors, Inc. in Metamora, MI and has over 34 years of experience in the finance industry.
CRD# 2117710
Grand Capital Advisors, LLC
CRD# 7076674
Grand Capital Advisors, LLC
CRD# 5480510
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| American Retirement Advisors, Inc. | Metamora, MI | May 2016 - Current | 7 |
| Ssj Properties | Imlay City, MI | Aug 2012 - Current | 11 |
| American Retirement Solutions | Lapeer, MI | Mar 2006 - Current | 18 |
| Trinity Realty Inc. | Imlay City, MI | Jul 1997 - Current | 26 |
| Ssj Home Care/visiting Angels | Imlay City, MI | Aug 2015 - Sep 2016 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1989 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2016 |
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Total Assets Under Management56MILLIONS
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Total Number of Accounts542ACCOUNTS
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Average Account Value$102,563
- A percentage of assets under your management
- Hourly charges
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
MI
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