Michael Joseph Amato

Current Employers

Employment History

• 07/1994 → Present
  Independent Tax & Finanical Planners Pc
  Holland, PA
• 06/1998 → 09/2025
  Avantax Investment Services, Inc.
  Holland, PA
• 12/2016 → 09/2025
  Avantax Advisory Services
  130 Buck Road, PA
• 07/1991 → 09/2025
  Avantax Insurance Agency, Llc
  Holland, PA
• 07/1991 → Present
  Outside Insurance Business
  Holland, PA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Holland, PA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2016-12-02 → 2025-09-05
  Avantax Advisory Services
  Holland, PA
  Holland, PA
• 1994-12-14 → 2017-12-31
  Independent Tax & Financial Planners, P.C.
  Holland, PA

Other Businesses

1) Fiduciary Appointment-Trustee 130 Buck Rd, Ste 101~Holland~PA~18966~7/12/2017~2hrs~0hrs~Pay bills and release funds in accordance with terms outlined in will 2) Independent Tax & Financial Planners, P.C. 130 Buck Road, Ste 101~Holland~PA~18966~Tax Preparation/Accounting~President~1/1/1989~50hrs~30hrs~President 3) Independent Tax & Financial Planners, PC 130 Buck Road , Suite 101~Holland~PA~18966~Tax Preparation/Accounting~Accountant/Bookkeeper~4/20/2017~80hrs~15hrs~Preparation of tax returns for clients. 4) Outside Insurance Business~'NIR'~130 Buck Road, Suite 101~Holland~PA~18966~Other~Agent~7/1/1991~5hrs~5hrs~Insurance Agent quoting, selling and servicing policies

Exams

• S63 Uniform Securities Agent State Law Examination
  1991-11-08

Designations