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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 Minella is a registered investment advisor representative, currently affiliated with Cardinal Capital Management, LLC, in Greenwich, CT. Amy Minella has been in the industry since September 21, 1983. Amy Minella has passed the Uniform Investment Adviser Law Examination. Amy Minella's previous registration was with Deltec Asset Management Corporation in New York, NY. Amy Minella holds a Series 7, 24 and 65 license.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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CT
06/19/1995 - Present
Cardinal Capital Management, LLC (GREENWICH CT)
NY
09/21/1983 - 04/18/1995
DELTEC ASSET MANAGEMENT CORPORATION (NEW YORK NY)
IA
Issued 04/23/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/08/1983
Series 24 - General Securities Principal Examination
BC
Issued 09/17/1983
Series 7 - General Securities Representative Examination
Active
Inactive
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