Unclaimed
Mario Camillo is a financial advisor with over 25 years of experience in the financial services industry. Mario is currently registered with LPL Financial LLC and has been registered with the firm since 2021. Previously, Mario was registered with INVEST FINANCIAL CORPORATION, AIG FINANCIAL ADVISORS, INC., SUNAMERICA SECURITIES, INC., and DELTA EQUITY SERVICES CORPORATION. Mario holds Series 7, 24, 63, and 66 securities licenses and has also passed the SIE exam. Mario is registered to provide investment advisory services in Florida, Indiana, Missouri, Nevada, New York, North Carolina, 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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
NY
08/12/2021 - Present
LPL Financial LLC (ELMA NY)
NY
12/02/2008 - 02/14/2018
INVEST FINANCIAL CORPORATION (ELMA NY)
NY
10/31/2005 - 12/03/2008
AIG FINANCIAL ADVISORS, INC. (BUFFALO NY)
AZ
01/06/2000 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
MA
12/16/1996 - 01/13/2000
DELTA EQUITY SERVICES CORPORATION (BOLTON MA)
BOTH
Issued 11/05/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/20/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/02/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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