Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Amoruso is a financial advisor with over 30 years of experience in the industry. Donald is currently registered with Wells Fargo Clearing Services, LLC and holds Series 6, 7, 24, 63, and 65 licenses, as well as the SIE designation. Donald has a long history of providing financial advice and has worked with a variety of clients, including individuals, families, businesses, and institutions. Donald is a CERTIFIED FINANCIAL PLANNER™ professional and is committed to providing clients with personalized financial advice and guidance.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IL
08/20/2024 - Present
Wells Fargo Clearing Services, LLC (PALATINE IL)
IL
05/29/2007 - 03/25/2022
CITIGROUP GLOBAL MARKETS INC. (NORTHBROOK IL)
IL
03/22/2006 - 05/29/2007
CITICORP INVESTMENT SERVICES (NORTHBROOK IL)
OH
12/02/2002 - 03/15/2006
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
NY
08/28/2002 - 11/29/2002
IFMG SECURITIES, INC. (PURCHASE NY)
NJ
05/01/2002 - 08/19/2002
HARRIS INVESTOR SERVICES LLC (JERSEY CITY NJ)
NE
04/04/2001 - 05/23/2002
AMERITAS INVESTMENT CORP. (LINCOLN NE)
WA
12/09/2000 - 05/01/2002
HARRIS INVESTORLINE INC. (SEATTLE WA)
IL
10/17/2000 - 12/09/2000
HARRIS INVESTORLINE (CHICAGO IL)
IL
08/23/1999 - 10/10/2000
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MA
08/23/1995 - 08/19/1999
LONG GROVE TRADING CO. (BOSTON MA)
NA
07/27/1995 - 08/18/1995
LONG GROVE TRADING CO.
IL
07/20/1993 - 08/02/1995
INVESTORS BROKERAGE SERVICES, INC. (ELGIN IL)
MA
08/17/1992 - 07/06/1993
LONG GROVE TRADING CO. (BOSTON MA)
IA
Issued 08/19/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/18/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/14/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/1995
Series 7 - General Securities Representative Examination
BC
Issued 08/14/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Donald Amoruso is the right advisor for you? Invested Better is here to help.
