Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Abromaitis is a financial advisor with over 20 years of experience in the industry. Amy has held positions at several firms including The Strategic Financial Alliance, Inc., VSR Financial Services, Inc., and Sanders Morris Harris Inc. Amy holds the Series 6, 7, 63 and 66 licenses, and is a Certified Financial Planner. Amy is currently employed at Carnegie Wealth Management, LLC where she manages a portfolio of $333,639,773 for both individuals and institutions. Amy specializes in financial planning, portfolio management and selection of other advisors.
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.
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
PA
11/16/2021 - Present
Carnegie Wealth Management, LLC (BERWYN PA)
PA
04/01/2016 - 08/10/2022
THE STRATEGIC FINANCIAL ALLIANCE, INC. (BERWYN PA)
PA
01/03/2011 - 04/04/2016
VSR FINANCIAL SERVICES, INC. (EXTON PA)
PA
07/28/2010 - 12/31/2010
SANDERS MORRIS HARRIS INC. (EXTON PA)
PA
03/09/2007 - 08/14/2009
CAMBRIDGE INVESTMENT RESEARCH, INC. (DOYLESTOWN PA)
PA
06/29/2005 - 03/09/2007
PRINCOR FINANCIAL SERVICES CORPORATION (KING OF PRUSSIA PA)
PA
03/02/1999 - 10/13/2000
VANGUARD MARKETING CORPORATION (MALVERN PA)
GA
07/09/1996 - 06/06/1997
PFS INVESTMENTS INC. (DULUTH GA)
NJ
03/07/1988 - 12/23/1993
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 08/12/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/07/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2005
Series 7 - General Securities Representative Examination
BC
Issued 06/07/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Amy Abromaitis is the right advisor for you? Invested Better is here to help.
