Giuseppe Vitale

Employer firm

Hudson Financial Advisors Inc CRD 113978

223 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2015 → 07/2020
  Lincoln Investment
  Wyncote, PA
• 01/2015 → 07/2020
  Beacon Financial Partners
  Cleveland, OH
• 03/2016 → 07/2020
  Beacon Financial Advisory Llc
  Cleveland, OH
• 04/2020 → 07/2020
  Capital Analysts
  Cleveland, OH
• 07/2020 → Present
  Hudson Financial Advisors Inc.
  Streetsboro, OH

Previous Registrations

• 2020-04-08 → 2020-07-24
  Capital Analysts
  Cleveland, OH
• 2016-03-07 → 2020-07-10
  Beacon Financial Advisory Llc
  Cleveland, OH
• 2015-02-20 → 2020-04-15
  Lincoln Investment
  Cleveland, OH

Other Businesses

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.

Designations

• Certified Financial Planner
• Personal Financial Specialist

Other Names

• Joe Vitale
• Joseph Vitale
• Guiseppe Vitale