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 9 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||3|
|Park Avenue Securities LLC||Albany, NY||Feb 2014 - Current||3|
|Freelance Musician||Greenwood Lake, NY||May 2000 - Current||16|
|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|
|Metlife Securities, Inc.||Pearl River, NY||Mar 2007 - Feb 2008||< 1|
|Metropolitan Life Ins. Company||Pearl River, NY||Mar 2007 - Feb 2008||< 1|
|Christman Real Estate||Greenwood Lake, NY||May 2004 - Sep 2007||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2007|
|S65||NASAA Investment Advisors Law Examination||Jan 2010|
Total Assets Under Management6,646MILLIONS
Total Number of Accounts39,311ACCOUNTS
Average Account Value$169,065
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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