Unclaimed
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.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
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)
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
Active
Inactive
F
FINRA
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