Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Locasio is a registered investment advisor representative with Eamon Capital Management, LLC in Wexford, Pennsylvania. Amy has been in the financial industry for over 20 years and holds the Series 7, 86, 87, 63 and 65 licenses. Amy has previously worked at Avondale Partners, LLC in Nashville, Tennessee and Scott & Stringfellow, Inc. in Richmond, Virginia. Amy specializes in providing financial planning and portfolio management services to individuals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
PA
08/06/2021 - Present
Eamon Capital Management, LLC (WEXFORD PA)
TN
01/01/2002 - 05/11/2009
AVONDALE PARTNERS, LLC (NASHVILLE TN)
VA
05/11/1994 - 06/12/1995
SCOTT & STRINGFELLOW, INC. (RICHMOND VA)
IA
Issued 06/28/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/12/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/09/2006
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 11/01/2006
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 12/22/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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