Unclaimed
Amber M. Amidon is a financial advisor at Park Avenue Securities LLC with over 11 years of experience in the industry. Amber has a Series 6, 7, 24, 63, and 65 licenses. Amber is a registered investment advisor in New Jersey and New York. Amber previously worked at Cadaret, Grant & Co., Inc., and M&T Securities, Inc. Amber has worked with various types of clients, including individuals, high-net-worth individuals, businesses, corporations, and pension and profit-sharing plans. Amber's specializations include investments, financial planning, retirement planning, college savings, and estate planning.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
NY
04/16/2021 - Present
Park Avenue Securities LLC (NEW YORK NY)
NY
01/08/2016 - 06/13/2018
CADARET, GRANT & CO., INC. (SYRACUSE NY)
NY
03/26/2012 - 01/08/2016
M&T SECURITIES, INC. (BALDWINSVILLE NY)
IA
Issued 01/21/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/13/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/10/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2012
Series 7 - General Securities Representative Examination
BC
Issued 03/24/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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