Unclaimed
Michael Amoruso is a financial advisor with Osaic Wealth, Inc. Michael has been in the financial services industry since 1997. Michael has been registered with Osaic Wealth, Inc. since June 14, 2024. Prior to joining Osaic Wealth, Inc. Michael was affiliated with Securities America, Inc. and LPL Financial LLC. Michael has a Series 63, Series 7 and SIE license. Michael holds a Bachelor of Science degree in Finance from the University of 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.
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.
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2
NY
06/14/2024 - Present
Osaic Wealth, Inc. (THORNWOOD NY)
NY
12/14/2017 - 06/14/2024
SECURITIES AMERICA, INC. (THORNWOOD NY)
NY
11/29/2017 - 12/26/2017
LPL FINANCIAL LLC (THORNWOOD NY)
NY
03/21/2012 - 11/29/2017
NATIONAL PLANNING CORPORATION (THORNWOOD NY)
NY
06/07/2011 - 02/29/2012
ONEAMERICA SECURITIES, INC. (THORNWOOD NY)
NY
07/11/2007 - 03/30/2011
HORNOR, TOWNSEND & KENT, INC. (THORNWOOD NY)
NY
10/12/1998 - 06/13/2007
1717 CAPITAL MANAGEMENT COMPANY (THORNWOOD NY)
NY
05/01/1997 - 09/30/1998
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
05/01/1997 - 09/30/1998
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NY
02/18/1997 - 04/07/1997
ROYCE INVESTMENT GROUP, INC. (WOODBURY NY)
BC
Issued 02/21/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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