Amy Veljovski (CRD# 7340386) is an Investment Advisor Representative working at Lpl Financial LLC in Victor, NY and has 1 year of experience in the finance industry.
CRD# 6316104
W & S Management Services, Inc.
CRD# 3063370
Manning & Napier Advisors, LLC
CRD# 2814482
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Lpl Financial | Victor, NY | Feb 2021 - Current | 3 |
Elderwood At Hornell | Hornell, NY | Aug 2018 - Current | 5 |
Dream Mutual | Victor, NY | Feb 2021 - Aug 2022 | 1 |
Amn Healthcare | Worcester, MA | Jul 2021 - Jun 2022 | < 1 |
Amn Healthcare | Granville, NY | Nov 2020 - May 2021 | < 1 |
Amn Healthcare | Gloversville, NY | Aug 2020 - Oct 2020 | < 1 |
Core Medical Group | East Brunswick, NJ | May 2020 - Jun 2020 | < 1 |
Delta Healthcare Company | Olean, NY | May 2020 - May 2020 | < 1 |
Delta Healthcare Company | Terre Haute, IN | Dec 2019 - Feb 2020 | < 1 |
Delta Healthcare Company | Mason City, IA | Aug 2019 - Nov 2019 | < 1 |
Country Fair | Olean, NY | May 2017 - Aug 2018 | 1 |
Daemen College | Amherst, NY | Jan 2016 - May 2018 | 2 |
Daemen College Student | Amherst, NY | Aug 2014 - May 2018 | 3 |
Young Men's Christian Association (ymca) | Bolivar, NY | May 2013 - Aug 2014 | 1 |
Jamestown Community College Student | Olean, NY | Aug 2012 - May 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Sep 2022 |
- NY
- TX
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- 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)
- Educational seminars/workshops
- Other
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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