linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Philip M Vitalbo

Ameritas Advisory Services, LLC

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

About Philip M Vitalbo

Philip Vitalbo is an investment advisor representative and registered representative with Ameritas Advisory Services, LLC. Philip has been in the industry for 5 years. He is registered in Colorado, Maryland, New Jersey, Ohio, Pennsylvania and Virginia. Philip holds the Series 63, Series 65 and Series 6TO licenses and has passed the SIE exam. Philip has a background in insurance and financial services and is passionate about helping clients achieve their financial goals.

Firm Information

Philip Vitalbo is currently registered with Ameritas Advisory Services, LLC. Ameritas Advisory Services, LLC is an investment advisor headquartered in Lincoln, Nebraska. They provide a range of advisory services, including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals, businesses, and retirement plans. The firm has over 10 billion dollars in regulatory assets under management and serves a diverse client base, including individuals, corporations, pension plans, and charitable organizations.
Ameritas Advisory Services, LLC

5900 O STREET

LINCOLN, NE 68510

$10.29B

Assets Under Management

1,054

Total Clients

507

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

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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.

check

other

Solicitor fees

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

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.

Philip Vitalbo’s Registration & Firm History

PA

11/01/2021 - Present

Ameritas Advisory Services, LLC (Indiana PA)

Not sure if Philip M Vitalbo is right for you?

Licenses & Designations

IA

Issued 11/23/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/31/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/21/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 01/08/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Philip M Vitalbo.
Not sure if Philip M Vitalbo is right for you?