Amy Sanor, financial advisor State College PA
90 score

Amy Sanor

CRD Number: 5900690
Current Firm: Ameriprise Financial Services, Inc.

Amy Sanor (CRD# 5900690) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in State College, PA and has over 4 years of experience in the finance industry.

Similar Advisors
Mack Courter, financial advisor State College PA
Mack R. Courter
CRD# 4422796
Courter Financial, LLC
Score
107
Similar Advisors
Curtis Ishler, CFP®, financial advisor State College PA
Curtis F. Ishler, CFP®
CRD# 6261821
Morgan Stanley
Score
99
Similar Advisors
Christopher Botamer, financial advisor State College PA
Christopher C. Botamer
CRD# 1039894
Botamer Financial
Score
96
Company Name Location Dates Years
Ameriprise Financial Services, Inc. State College, PA Sep 2013 - Current 3
Scottrade, Inc. State College, PA Jan 2012 - Sep 2013 1
Scottrade, Inc. Youngstown, OH Mar 2011 - Jan 2012 < 1
Jcpenney Co Youngstown, OH Aug 2007 - Dec 2011 4
Youngstown State University Youngstown, OH Aug 2007 - Dec 2011 4
Pizza Hut Salem, OH Jun 2006 - Aug 2007 1
United Local Schools Hanoverton, OH Aug 2003 - May 2007 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2012
S66 NASAA Uniform Combined State Law Examination Nov 2013
Contact Info for Amy B. Sanor
Phone Number: 612-671-3131
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    178,060
    MILLIONS
  • Total Number of Accounts
    1,085,445
    ACCOUNTS
  • Average Account Value
    $164,044
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
90
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.