Invested Better
Unclaimed

Unclaimed

Unclaimed

Vita Nancy Amadeo

Towers Watson Investment Services, Inc.

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

About Vita Nancy Amadeo

Vita Amadeo is an active Investment Advisor Representative with Towers Watson Investment Services, Inc. Vita has been in the industry since April 2009. Prior to joining Towers Watson, Vita was employed at Kestra Investment Services, LLC and KESTRA ADVISORY SERVICES, LLC. Vita is registered in multiple states. Vita has specializations in various areas, including investment advisory, securities, and financial planning. Vita also provides a range of advisory services, including pension consulting, educational seminars, market timing services, and portfolio management.

Firm Information

Vita Amadeo is currently registered with Towers Watson Investment Services, Inc.. Towers Watson Investment Services, Inc. is an investment advisor headquartered in CHICAGO, IL. The firm manages $51,371,522,113 in regulatory assets under management. Towers Watson Investment Services, Inc. primarily serves pension and profit sharing plans and state or municipal government entities. They offer a variety of advisory services including pension consulting, educational seminars, market timing services, publication of periodicals, selection of other advisers, portfolio management for businesses, and portfolio management for pooled investment vehicles.
Towers Watson Investment Services, Inc.

233 SOUTH WACKER DRIVE

CHICAGO, IL 60606

$51.37B

Assets Under Management

118

Total Clients

25

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

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

see schedule d, miscellaneous, for a description of other advisory services

See schedule d, miscellaneous, for a description of other advisory services

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

Fee based on a percentage of assets advised on

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.

Vita Amadeo’s Registration & Firm History

IL

10/04/2024 - Present

Towers Watson Investment Services, Inc. (CHICAGO IL)

NY

09/03/2013 - 03/04/2021

CETERA ADVISOR NETWORKS LLC (NEW YORK NY)

PA

05/06/2010 - 09/03/2013

TOWER SQUARE SECURITIES, INC. (RADNOR PA)

NJ

10/14/2009 - 05/11/2010

FINANCIAL NETWORK INVESTMENT CORPORATION (CRANFORD NJ)

NJ

03/23/2009 - 10/02/2009

TOWER SQUARE SECURITIES, INC. (CRANFORD NJ)

Not sure if Vita Nancy Amadeo is right for you?

Licenses & Designations

IA

Issued 05/26/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/25/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/21/2009

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Vita Nancy Amadeo.
Not sure if Vita Nancy Amadeo is right for you?