Michael Amitia, financial advisor Pittston PA
86 score

Michael Amitia

CRD Number: 1800073
Current Firm: Ameritas Investment Corp

Michael Amitia (CRD# 1800073) is an Investment Advisor Representative working at Ameritas Investment Corp in Pittston, PA and has over 28 years of experience in the finance industry.

Similar Advisors
Lynn Evans, financial advisor Pittston PA
Lynn S. Evans
CRD# 854700
Northeastern Financial Consultants, Inc.
Score
103
Similar Advisors
Megan Donnelly, financial advisor Pittston PA
Megan Donnelly
CRD# 3177570
Quabbin Advisors
Score
101
Similar Advisors
Rebecca Bartuska, financial advisor Pittston PA
Rebecca S. Bartuska
CRD# 2363517
Ameriprise Financial Services, Inc.
Score
96
Professional Designations
Company Name Location Dates Years
Seasons Change Financial Pittston, PA Jan 2009 - Current 7
Senior Planning Group Pittston Twp, PA Dec 2008 - Current 8
Ameritas Investment Corp Lincoln, NE Oct 2008 - Current 8
Retired/ Disabled Pittston, PA Apr 2007 - Oct 2008 1
Metropolitan Life Insurance Company Moosic, PA Nov 1987 - Apr 2007 19
Metlife Securities Inc. Moosic, PA Nov 1987 - Apr 2007 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1988
S65 NASAA Investment Advisors Law Examination Jul 2001
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Michael A. Amitia
Phone Number: 800-335-9858
Firm Website: http://www.ameritas.com
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    2,296
    MILLIONS
  • Total Number of Accounts
    8,235
    ACCOUNTS
  • Average Account Value
    $278,845
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
86

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.