GV
Giuseppe Vitale
HUDSON FINANCIAL ADVISORS
Streetsboro, OH 44241
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CRD#: 6429282
GV
Professional summary
Giuseppe Vitale, CFP®, who also goes by Guiseppe VItale, Joe Vitale, Joseph Vitale, is a registered financial advisor currently at HUDSON FINANCIAL ADVISORS INC located in Streetsboro, Ohio.
Giuseppe is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Giuseppe has worked at 4 firms and has passed the SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Guiseppe Vitale | Joe Vitale | Joseph Vitale
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
FV INVESTMENT LIMITED LIABILITY COMPANY
POSITION: Limited Liability Company Member NATURE: Real Estate Investment INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2004
ADDRESS: 8022 Chardon Rd, Kirtland OH 44094, United States
DESCRIPTION: Investor in vacant land
JOSEPH VITALE, CPA
POSITION: Tax Preparer/Owner NATURE: Tax Preparation INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1995
ADDRESS: 1791 Brainard Rd, Lyndhurst OH 44124, United States
DESCRIPTION: Tax Preparation
INSURANCE BROKERAGE
POSITION: Financial Advisor NATURE: Sale of life insurance, disability insurance, and long-term care insurance INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 05/24/2017
ADDRESS: 10034 WELLMAN RD, STREETSBORO, OH 44241
DESCRIPTION: Present life, disability, and long-term care insurance illustrations. Also, I will be selling life, disability, and long-term care insurance.
DDC CLINIC, CENTER FOR SPECIAL NEEDS CHILDREN
POSITION: Board of Director
NATURE: Non-profit medical center INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 01/02/2009
ADDRESS: 14567 Madison Road, Middlefield OH 44062, United States
DESCRIPTION: I am a member of the Board of Directors.
NORTHERN OHIO CHARITABLE GIFT PLANNERS
POSITION: Board of Director
NATURE: Non-profit educational programs INVESTMENT RELATED: No START DATE: 09/2015
ADDRESS: 3053 NATIONWIDE PARKWAY, BRUNSWICK, OH 44212
DESCRIPTION: I am a member of the Board of Directors.
CRS (Client Relationship Summary) - RIA
Click below to view Giuseppe Vitale's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2002
Experience
Current
July 14, 2020 - Present
HUDSON FINANCIAL ADVISORS INC
Office #1: 10034 Wellman Road, Streetsboro, OH 44241RIA
CRD#: 113978
Streetsboro, OH
Past
April 8, 2020 - July 24, 2020
CAPITAL ANALYSTS
RIA
CRD#: 162200
Cleveland, OH
Past
March 7, 2016 - July 10, 2020
BEACON FINANCIAL ADVISORY LLC
RIA
CRD#: 174334
CLEVELAND, OH
Past
August 24, 2015 - July 24, 2020
LINCOLN INVESTMENT
BD
CRD#: 519
Cleveland, OH
Past
February 20, 2015 - April 15, 2020
LINCOLN INVESTMENT
RIA
CRD#: 519
Cleveland, OH
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Ohio(7/14/2020)
Exams
General Industry/Product Exam
General Industry/Product Exam
Current Firm
HF
HUDSON FINANCIAL ADVISORS INC
HUDSON FINANCIAL ADVISORS INC
CRD#: 113978 / SEC#:
Arizona
Registered Investment Advisory firm - (12/12/2002 Terminated)Delaware
Registered Investment Advisory firm - (12/31/2015 Terminated)Florida
Registered Investment Advisory firm - (3/3/2000 Approved)Ohio
Registered Investment Advisory firm - (10/14/1999 Approved)Oklahoma
Registered Investment Advisory firm - (12/16/2002 Terminated)Pennsylvania
Registered Investment Advisory firm - (11/20/2018 Terminated)Texas
Registered Investment Advisory firm - (1/4/2014 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
10034 Wellman Road, Streetsboro, OH 44241
Mailing Address
Phone number
(330) 342-1157
Established
Firm type
Fiscal year end
# of Employees
5
Red Flags
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Company Information
HUDSON FINANCIAL ADVISORS INC
CRD#: 113978Streetsboro, OH 44241TRUST BUT VERIFY
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