Philip M Vitalbo

Current Employers

Employment History

• 05/2012 → 08/2020
  California University Of Pennsylvania
  California, PA
• 04/2019 → Present
  Ameritas Investment Company, Llc
  Lincoln, NE
• 01/2020 → Present
  Western Pa Financial Ctr Dba Ameritas Financial Services Of Wpa
  Indiana, PA
• 11/2021 → Present
  Ameritas Advisory Services, Llc
  Lincoln, NE
• 08/2020 → Present
  Swift Kennedy
  Dubois, PA

Other Businesses

Licensed as an independent insurance agent to sell fixed insurance products * Western PA Financial Center dba Ameritas Financial Services of WPA; same as branch; inv rel; financial center that does insurance planning, employee benefits, dental and vision; Sales Sales Agent; start date=01/2020 hrs/mo=1; trading hrs/mo=1; traditional products-I will broker out the necessary product to satisfy the client needs * Swift Kennedy; 100 Meadow Ln Ste 1, DuBois PA 15801; non-inv rel; group health insurance broker; Sales Agent; start date=08/2020; hrs/mo=2; trading hrs/mo=2; appointed to receive proposals on group health insurance for clients involved in managing self-employed businesses * Personal Training; same as residence; non-inv rel; part-time personal training business; Personal Trainer; start date=09/2020; hrs/mo=4; trading hrs/mo=0; organize a personal training business training athletes from ages 12-22 and possibly working professionals * Riverside Insurance Group/Medicare Sales; Same as Branch; non inv rel; medicare supplement and medicare advantage plans; Agent; start date=01/2023; hrs/mo=15; trading hrs/mo=15; sale of Medicare Supplement and Medicare Advantage Plans

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-11-23
• S63 Uniform Securities Agent State Law Examination
  2019-07-31

Other Names

• Phil Vitalbo
• Philip M Vitalbo
• Philip Martin Vitalbo