Amy Seong (CRD# 7186755) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Palisades Park, NJ and has over 4 years of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Amy Seong Insurance Agency | Palisades Park, NJ | Aug 2022 - Current | 1 |
| State Farm Investment Management Corp | Palisades Park, NJ | Aug 2022 - Current | 1 |
| State Farm Vp Management Corp | Palisades Park, NJ | Aug 2022 - Current | 1 |
| State Farm Vp Management Corp | Closter, NJ | May 2022 - Jul 2022 | < 1 |
| State Farm Investment Management Corp | Closter, NJ | May 2022 - Jul 2022 | < 1 |
| State Farm Insurance | Closter, NJ | May 2022 - Jul 2022 | < 1 |
| State Farm Insurance | Palisades Park, NJ | Feb 2022 - May 2022 | < 1 |
| State Farm Vp Management Corp | Palisades Park, NJ | Feb 2022 - May 2022 | < 1 |
| State Farm Investment Management Corp | Palisades Park, NJ | Feb 2022 - May 2022 | < 1 |
| Unemployment | Lakeland, FL | Sep 2021 - Feb 2022 | < 1 |
| Wells Fargo Clearing Services, LLC | Lakeland, FL | Oct 2019 - Sep 2021 | 1 |
| Wells Fargo Bank, Na | Lakeland, FL | Sep 2012 - Sep 2021 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2020 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2022 |
- DE
- NJ
- NY
- PA
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Total Assets Under Management10,165MILLIONS
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Total Number of Accounts4ACCOUNTS
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Average Account Value$2,541,134,043
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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