Steven Amico Email & Phone Number
Partner and Wealth Manager @ Northeast Investment Advisors, LLC
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Steven Amico Location
- United States
Steven Amico Work
- Partner and Wealth Manager @ (September 2007 - Present)
- VP and Investments @ (October 2000 - May 2005)
- Specialist @ (January 1994 - January 1997)
Steven Amico Education
- East Stroudsburg University of Pennsylvania
Bachelor of Science (BS) (Finance, General)
1997-2000 - East Stroudsburg University of Pennsylvania
Bachelor of Arts (BA) (Economics)
1997-2000
Steven Amico Skills
- Wealth Management
- Financial Planning
- Investment Advisory
- Investments
- Portfolio Management
- Equities
- Insurance
- Retirement Planning
- Financial Analysis
- Securities
- Fixed Income
- Retirement
- Mutual Funds
- Asset Allocation
- Investment Strategies
- Financial Advisory
- Wealth
- IRA's
- Annuities
- Bonds
- Asset Management
- Retirement Income Strategies
- Wealth Accumulation
- Insurance Planning
- 401k
- Stocks
- Private Banking
- Options
- Pensions
- Wealth Management Services
- Strategic Financial Planning
- Uniform Combined State Law
- Long-term Care
- Estate Planning
- ETFs
- Fixed Annuities
- Financial Planners
- Separately Managed Accounts
- FINRA
- Life Insurance
- IRAs
- Trading
- Long Term Care Insurance
- College Savings Plans
- High Net Worth Individuals
- 529 Plans
- Series 66
- Series 7
Steven Amico Summary
- Steven Amico, based in United States, is currently a Partner and Wealth Manager at Northeast Investment Advisors, LLC. Steven Amico brings experience from previous roles at Banc of America Investments and US Army. Steven Amico holds a 1997 - 2000 Bachelor of Science (BS) in Finance, General @ East Stroudsburg University of Pennsylvania. With a robust skill set that includes Wealth Management, Financial Planning, Investment Advisory, Investments, Portfolio Management and more. Steven Amico has 1 emails and 2 mobile phone numbers on RocketReach.
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