Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Angelo Vitallo is an investment advisor representative with Orion Portfolio Solutions, LLC. Michael has been in the securities industry for 18 years. Michael has passed the Uniform Combined State Law Examination and the General Securities Representative Examination. Michael is registered to provide investment advice in Nebraska and Pennsylvania. Michael has experience working for Northern Lights Distributors, LLC, TD Waterhouse Investor Services, Inc. and Ameritrade, Inc.
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.
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.
Portfolio management for educational savings & able plans
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NE
01/17/2023 - Present
Orion Portfolio Solutions, LLC (OMAHA NE)
NE
06/02/2006 - 12/03/2019
NORTHERN LIGHTS DISTRIBUTORS, LLC (OMAHA NE)
NE
04/22/2006 - 04/25/2006
TD WATERHOUSE INVESTOR SERVICES, INC. (BELLEVUE NE)
NE
09/09/2005 - 04/22/2006
AMERITRADE, INC. (BELLEVUE NE)
IA
Issued 12/19/2012
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 09/29/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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