Amanda AbdooCRD Number: 5597000
Current Firm: Apfs Wealth Management, Inc.
Amanda Abdoo (CRD# 5597000) is an Investment Advisor Representative working at Apfs Wealth Management, Inc. in Rochester, NY and has over 3 years of experience in the finance industry.
Wall Street Financial Group, Inc.
American Portfolios Advisors, Inc.
Sage, Rutty & Company, Inc.
|Apfs Wealth Management, Inc.||Rochester, NY||Oct 2013 - Current||3|
|American Portfolios Financial Services||Rochester, NY||Sep 2008 - Current||9|
|Penfield Country Club||Penfield, NY||Sep 2007 - Mar 2009||1|
|Barthelmes Manufacturing Company||Rochester, NY||Dec 2006 - Apr 2008||1|
|Rochester Riverside Convention Center||Rochester, NY||Dec 2002 - Mar 2008||5|
|Genesee Valley Country Club||Rochester, NY||Apr 2007 - Sep 2007||< 1|
|Suny Brockport||Brockport, NY||Aug 2003 - May 2007||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2014|
|S63||Uniform Securities State Law Examination||Jun 2016|
Total Assets Under Management389MILLIONS
Total Number of Accounts1,288ACCOUNTS
Average Account Value$301,916
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, CO, FL, GA, IL, MA, NE, NH, NY, OH, SC, TX, VA