Unclaimed
Michael Vitkansas has been in the financial industry since 1985. Michael is an Investment Advisor Representative with Kestra Advisory Services, LLC. Prior to joining Kestra, Michael was a registered representative with NFP Securities, Inc. Michael holds the Series 6, 63, 65, and 22 licenses and has earned the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations. Michael specializes in providing financial planning, retirement planning, and insurance services to individuals, families, and businesses. Michael is committed to helping clients achieve their financial goals through personalized advice and a comprehensive approach to financial planning.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
NJ
04/26/2016 - Present
Kestra Advisory Services, LLC (MIDDLETOWN NJ)
MA
10/02/1985 - 12/03/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
IA
Issued 06/06/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/05/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/1989
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/01/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Vitkansas is the right advisor for you? Invested Better is here to help.