Amanda SaloCRD Number: 5312900
Current Firm: Park Avenue Securities LLC
Amanda Salo (CRD# 5312900) is an Investment Advisor Representative working at Park Avenue Securities LLC in Latham, NY and has over 11 years of experience in the finance industry. Amanda Salo has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Dutch Asset Corporation
Cetera Investment Advisers LLC
Cetera Advisor Networks LLC
|Guardian Life Insurance Co Of America||Albany, NY||Feb 2014 - Current||4|
|Park Avenue Securities LLC||Albany, NY||Feb 2014 - Current||4|
|Freelance Musician||Greenwood Lake, NY||May 2000 - Current||17|
|Guardian Life Insurance Co Of America||New York, NY||May 2010 - Feb 2014||3|
|Park Avenue Securities LLC||New York, NY||May 2010 - Feb 2014||3|
|Guardian Life Insurance Co Of America||New City, NY||Mar 2009 - May 2010||1|
|Park Avenue Securities LLC||New City, NY||Mar 2009 - May 2010||1|
|The Guardian Life Ins. Company||New York, NY||Feb 2008 - Mar 2009||1|
|Park Avenue Securities||New York, NY||Feb 2008 - Mar 2009||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2007|
|S65||NASAA Investment Advisors Law Examination||Jan 2010|
Total Assets Under Management2,821MILLIONS
Total Number of Accounts15,391ACCOUNTS
Average Account Value$183,263
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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, VT, WA, WI, WV, WY
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