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Amy Beth Sanor

Vicus Capital, Inc.

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About Amy Beth Sanor

Amy Sanor is a financial advisor registered with Vicus Capital, Inc. Amy has been in the financial services industry since 2012, previously working with Ameriprise Financial Services, LLC and Scottrade, Inc.. Amy is a Certified Financial Planner and holds the Series 7, Series 63, and Series 66 licenses. Amy provides financial planning and portfolio management services to individuals and businesses. Amy is also registered as an Investment Advisor Representative with Vicus Capital, Inc. in Pennsylvania.

Firm Information

Amy Sanor is currently registered with Vicus Capital, Inc.. Vicus Capital, Inc. is an investment advisor based in STATE COLLEGE, PA, with 67 licensed agents and 87 investment advisor representatives. They advise individuals, high-net-worth individuals, corporations, pension plans, and charitable organizations. The firm has over $2 billion in regulatory assets under management. They offer financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management services.
Vicus Capital, Inc.

476 ROLLING RIDGE DRIVE

STATE COLLEGE, PA 16801

$2.25B

Assets Under Management

297

Total Clients

73

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Amy Sanor’s Registration & Firm History

PA

07/02/2021 - Present

Vicus Capital, Inc. (State College PA)

PA

11/13/2013 - 06/08/2021

AMERIPRISE FINANCIAL SERVICES, LLC (STATE COLLEGE PA)

PA

03/21/2012 - 09/16/2013

SCOTTRADE, INC. (STATE COLLEGE PA)

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Licenses & Designations

BOTH

Issued 11/26/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/05/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/20/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Amy Beth Sanor.
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