Giuseppe Vitale (CRD# 6429282) is an Investment Advisor Representative working at Hudson Financial Advisors Inc. in Streetsboro, OH and has 1 year of experience in the finance industry. Giuseppe Vitale has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
CRD# 5069849
Strategic Wealth Partners, Ltd.
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The PFS designation was created to allow CPA holders to take additional education to gain experience and expertise in the broader topics of financial planning.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hudson Financial Advisors Inc. | Streetsboro, OH | Jul 2020 - Current | 3 |
| Capital Analysts | Cleveland, OH | Apr 2020 - Jul 2020 | < 1 |
| Beacon Financial Advisory LLC | Cleveland, OH | Mar 2016 - Jul 2020 | 4 |
| Lincoln Investment | Wyncote, PA | Jan 2015 - Jul 2020 | 5 |
| Beacon Financial Partners | Cleveland, OH | Jan 2015 - Jul 2020 | 5 |
| Pnc Bank | Cleveland, OH | Jan 2001 - Jan 2015 | 14 |
- OH
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
FL, OH, TX
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