Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vito? Claim Your ProfileVito Giovanni Roberto is a financial advisor with over 17 years of experience in the industry. Vito is currently registered with Mutual of Omaha Investor Services, Inc. in California. Vito has previously worked for several other financial firms including MML Investors Services, LLC, Securities America, Inc., and Pruco Securities, LLC. Vito is licensed to provide financial planning, portfolio management for individuals, and selection of other advisors. Vito specializes in fixed income securities, mutual funds, and variable annuities.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Promoter fees and third party money manager fees
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2
CA
03/26/2024 - Present
Mutual OF Omaha Investor Services, Inc. (LOS ANGELES CA)
CA
07/06/2022 - 10/30/2023
MML INVESTORS SERVICES, LLC (BEVERLY HILLS CA)
CA
03/16/2021 - 06/03/2022
SECURITIES AMERICA, INC. (PORTER RANCH CA)
CA
02/19/2019 - 10/12/2020
PRUCO SECURITIES, LLC. (SHERMAN OAKS CA)
CA
05/15/2006 - 02/21/2019
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (LOS ANGELES CA)
MA
11/20/2000 - 08/05/2002
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
11/20/2000 - 08/05/2002
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 08/24/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/14/2006
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 09/15/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/05/2010
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2017
Series 7 - General Securities Representative Examination
BC
Issued 05/13/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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