Amy Alice Marchitello

Current Employers

Employment History

• 08/2022 → 02/2023
  Pruco Securities Llc
  New York, NY
• 01/2022 → 01/2024
  Independent Consultant
  New York, NY
• 01/2021 → 12/2021
  Ipg Health
  New York, NY
• 07/2019 → 11/2019
  The Bloc
  New York, NY
• 06/2018 → 12/2020
  Guardian Life Insurance Life And Health Insurance Affiliation
  New York, NY
• 01/2018 → 05/2018
  Guardian Life Insurance
  New York, NY
• 04/2015 → 12/2017
  The Bloc
  New York, NY
• 01/2024 → 10/2024
  American Portfolios Financial Services Inc.
  Holbrook, NY
• 07/2025 → Present
  S2 Squared Retirement Solutions Llc
  Montville, NJ
• 01/2024 → 10/2024
  American Portfolios Advisor'S Inc
  Holbrook, NY
• 10/2024 → 12/2024
  Osaic Wealth, Inc.
  Scottsdale, AZ
• 06/2018 → Present
  Independent Insurance Agent
  New York, NY

Previous Registrations

• 2024-10-11 → 2024-12-20
  Osaic Wealth, Inc.
  Scottsdale, AZ
  Montville, NJ
  Manasquan, NJ
• 2024-01-12 → 2024-10-11
  American Portfolios Advisors, Inc
  Holbrook, NY
• 2024-04-24 → 2024-05-03
  S Squared Retirement Solutions Llc
  Montville, NJ

Other Businesses

1/2024 - FINANCIAL WELLNESS EDUCATION; NON-INVESTMENT RELATED; NEW YORK, NY FINANCIAL WELLNESS AND EDUCATION SERVICES TO COMPANIES; 25-30 HRS/MO 6/2018 - INDEPENDENT INSURANCE AGENT; INVESTMENT RELATED; INSURANCE SALES; NEW YORK, NY; 5 HRS/MO DURING TRADING 2/2023 - Healthcare Communications and Marketing Consultant, non-investment related, up to 2 hours per month 3/2023 - Wealthcare for Health Marketing Consulting 10-20 hours devoted per month, 10 hours devoted during trading hours 1/2024 - S2 RETIREMENT SERVICES; INVESTMENT RELATED; MONTVILLE, NJ; REGISTERED INVESTMENT ADVISORY FIRM; IAR; 10 HRS/MO DURING TRADING

Exams

• S66 Uniform Combined State Law Examination
  2023-02-02