Invested Better
Unclaimed

Unclaimed

Unclaimed

Michael Andrew Vitkansas

Kestra Advisory Services, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Michael? Claim Your Profile

About Michael Andrew Vitkansas

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.

Firm Information

Michael Vitkansas is currently registered with Kestra Advisory Services, LLC. Kestra Advisory Services, LLC is a financial advisory firm based in Austin, TX, with over 1,200 investment advisor representatives and 48.3 billion in assets under management. Kestra offers a variety of financial advisory services including financial planning, portfolio management, and pension consulting. The firm serves a broad range of clients, including individuals, corporations, insurance companies, pension plans, and charitable organizations. Kestra participates in wrap fee programs.
Kestra Advisory Services, LLC

5707 SOUTHWEST PARKWAY

AUSTIN, TX 78735

$48.32B

Assets Under Management

6,180

Total Clients

1,197

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Michael Vitkansas’s Registration & Firm History

NJ

04/26/2016 - Present

Kestra Advisory Services, LLC (MIDDLETOWN NJ)

MA

10/02/1985 - 12/03/2003

VERAVEST INVESTMENTS, INC. (WORCESTER MA)

Not sure if Michael Andrew Vitkansas is right for you?

Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Andrew Vitkansas.
Not sure if Michael Andrew Vitkansas is right for you?