Unclaimed
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.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
See schedule d, miscellaneous, for a description of other advisory services
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.
Fee based on a percentage of assets advised on
1
2
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)
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
Active
Inactive
F
FINRA
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