Amanda Stein (CRD# 6485895) is an Investment Advisor Representative working at Commonwealth Financial Network in Fayetteville, NY and has over 4 years of experience in the finance industry.
CRD# 5591004
Cadaret Grant & Co Inc.
CRD# 4349306
Lpl Financial LLC
CRD# 1200413
Rbc Capital Markets, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Commonwealth Financial Network | Waltham, MA | Mar 2022 - Current | 2 |
| Voya Financial Advisors, Inc. | Fayetteville, NY | Jul 2019 - Mar 2022 | 2 |
| Voya Financial Advisors/brendan Dunuwila & Eileen Emerson, Iar | Fayetteville, NY | May 2015 - Mar 2022 | 6 |
| Gymboree Corporation/janie & Jack | Syracuse, NY | Apr 2012 - Apr 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2020 |
- NY
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Total Assets Under Management177,032MILLIONS
-
Total Number of Accounts623,075ACCOUNTS
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Average Account Value$284,126
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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