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Emilio Erennio Amodei

Silver OAK Securities, Inc.

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About Emilio Erennio Amodei

Emilio Erennio Amodei is a financial professional with over 25 years of experience in the industry. Emilio has a strong background in securities, having held positions with several firms, including Lincoln Financial Securities Corporation and LaSalle St Securities, L.L.C. Currently, Emilio is registered with Silver Oak Securities, Inc. and is a member of FINRA. Emilio is able to offer financial planning, pension consulting, and portfolio management services for individuals and businesses. He is licensed to provide these services in Delaware, New Jersey, and Pennsylvania.

Firm Information

Emilio Amodei is currently registered with Silver OAK Securities, Inc.. Silver OAK Securities, Inc. is a corporation headquartered in JACKSON, TN, formed in January 1998. The firm, which is registered with the SEC and in 52 states, provides financial planning, pension consulting, and portfolio management services to individuals and businesses. Silver OAK Securities, Inc. manages approximately $1.46 billion in assets for over 10,000 clients, including high-net-worth individuals and individuals other than high-net-worth. They also offer advisory services related to the selection of other advisors.
Silver OAK Securities, Inc.

403 N. PARKWAY

JACKSON, TN 38305

$1.46B

Assets Under Management

Not reported

Total Clients

127

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Emilio Amodei’s Registration & Firm History

PA

04/02/2019 - Present

Silver OAK Securities, Inc. (Warminster PA)

PA

12/24/2008 - 03/14/2019

LINCOLN FINANCIAL SECURITIES CORPORATION (Ivyland PA)

PA

10/01/2001 - 12/31/2008

LASALLE ST SECURITIES, L.L.C. (BENSALEM PA)

MO

09/20/2000 - 10/01/2001

EISNER SECURITIES, INC. (ST. LOUIS MO)

FL

02/02/1999 - 09/20/2000

INTERSECURITIES, INC. (ST. PETERSBURG FL)

CA

09/26/1997 - 11/11/1998

THOMAS F. WHITE & CO., INCORPORATED (SAN FRANCISCO CA)

MO

09/28/1994 - 12/31/1995

CLEARING SERVICES OF AMERICA, INC. (ST. LOUIS MO)

NA

04/07/1993 - 11/10/1994

FIRST OF PHILADELPHIA INVESTMENT GROUP, INC.

WA

07/19/1991 - 03/04/1993

RELIASTAR FINANCIAL MARKETING CORP. (SEATTLE WA)

NJ

01/02/1989 - 09/20/1989

PRUCO SECURITIES CORPORATION (NEWARK NJ)

NJ

01/02/1989 - 09/20/1989

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)

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Licenses & Designations

BC

Issued 10/18/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/11/1997

Series 7 - General Securities Representative Examination

BC

Issued 12/19/1988

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Emilio Erennio Amodei. Review regulatory record here.
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