Unclaimed
Jon Amodeo is a financial advisor registered with Northwestern Mutual Investment Services, LLC. Jon has been in the industry for over 10 years and is licensed in 20 states. Jon specializes in a variety of financial services, including investment research, referrals to other advisors, and portfolio management for individuals. Jon holds the Series 6 and Series 63 licenses and the SIE exam. Jon is committed to helping clients achieve their financial goals.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
PA
06/29/2012 - Present
Northwestern Mutual Investment Services, LLC (Monroeville PA)
BC
Issued 07/20/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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