Unclaimed
Andrew Vitek is an investment advisor representative with Janney Montgomery Scott LLC. Andrew has been in the industry since 1993. Andrew is registered with the following states: Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Kentucky, Maryland, Massachusetts, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Texas, Utah, Vermont, Virginia, and Washington. Andrew holds the Series 7, Series 63, and Series 65 licenses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
PA
07/25/2023 - Present
Janney Montgomery Scott LLC (WYNCOTE PA)
PA
11/17/2006 - 10/13/2017
WELLS FARGO CLEARING SERVICES, LLC (JENKINTOWN PA)
PA
01/11/2000 - 11/20/2006
MORGAN STANLEY DW INC. (JENKINTOWN PA)
MO
10/01/1999 - 01/21/2000
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
01/19/1996 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
NY
11/09/1995 - 12/01/1995
H.J. MEYERS & CO., INC. (ROCHESTER NY)
NY
01/06/1993 - 11/17/1995
L.C. WEGARD & CO., INC. (NEW YORK NY)
IA
Issued 12/19/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/19/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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