Vito
Roberto
Mutual Of Omaha Investor Services, Inc
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About this Advisor
Vito Roberto is a financial advisor based in Los Angeles, California, working with Mutual Of Omaha Investor Services, Inc. Vito has previously held positions at Mutual Of Omaha Investor Services, Pruco Securities LLC, The Prudential Insurance Company Of America, Futurity First, Mml Investors Services, LLC, Mutual Of Omaha Insurance Company, Independent Insurance Agent, Mass Mutual Insurance Company (Broker), Securities America, Inc, and Securities America Advisors. Vito has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in California. Currently, Vito is part of Mutual Of Omaha Investor Services, Inc, which operates out of Los Angeles, California. The firm has 91 offices and 285 employees. The firm manages assets totaling $15.5 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Mutual Of Omaha Investor Services, Inc includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Mutual Of Omaha Investor Services, Inc Brokerage Details
$15,498,267
285
74
$209,436
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Vito Roberto Work History
Mutual Of Omaha Insurance Company
Mutual Of Omaha Investor Services
Independent Insurance Agent
Mml Investors Services, LLC
Mass Mutual Insurance Company (Broker)
Futurity First
Securities America, Inc
Securities America Advisors
Pruco Securities LLC
The Prudential Insurance Company Of America
Mutual Of Omaha Investor Services
Disclosures
Please visit the SEC profile of Vito Roberto to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Mutual Of Omaha Investor Services, Inc
Waukesha, WI
Guaynabo, PR
Phoenix, AZ
Harrisburg, PA
Phoenix, AZ
Englewood, CO
Omaha, NE
Miami, FL
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