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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Beth Seltzer is a financial advisor registered with Cambridge Investment Research Advisors, Inc.. Amy has been in the financial industry since 2002. Amy has a broad range of experience, and holds several licenses, including Series 6, 7, 63, and 65 licenses. Amy is also a Registered Representative with FINRA and Cambridge Investment Research, Inc..
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
PA
11/22/2011 - Present
Cambridge Investment Research Advisors, Inc. (ALTOONA PA)
PA
11/03/2008 - 11/23/2011
SANDERS MORRIS HARRIS INC. (ALTOONA PA)
PA
12/02/2005 - 11/03/2008
QA3 FINANCIAL CORP. (ALTOONA PA)
PA
02/01/2002 - 11/29/2005
NATIONAL PLANNING CORPORATION (ALTOONA PA)
IA
Issued 11/27/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/04/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/2013
Series 7 - General Securities Representative Examination
BC
Issued 01/31/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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