Unclaimed
Michael Amoroso is an investment advisor representative at Vanderbilt Advisory Services. Michael is registered with FINRA and is also registered to provide investment advisory services in New York. Michael has been in the industry for over 10 years and has held positions with Securities America, Inc. and OSAIC WEALTH, INC. Michael's primary focus is providing investment advice to individuals and businesses. He holds the Series 7 and Series 66 licenses and is also a SIE exam holder.
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.
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
NY
01/02/2025 - Present
Vanderbilt Advisory Services (WOODBURY NY)
NY
05/24/2024 - 06/14/2024
SECURITIES AMERICA, INC. (BEACON NY)
BC
Issued 05/23/2024
Series 7TO - General Securities Representative Examination
BC
Issued 02/24/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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