Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Pastorino is a financial advisor with Pinnacle Associates, Ltd. in New York, NY. Amy is also registered with the state of New York. Amy has been working in the financial industry since 2006 and has held previous positions with Morgan Stanley, TIAA-CREF Individual & Institutional Services, LLC, Commonwealth Financial Network, Goldman, Sachs & Co., and Mercer Allied Company, L.P. Amy specializes in financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles. Amy holds the Series 7, Series 63 and Series 66 licenses and is a Certified Financial Planner.
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.
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.
A percentage of the total value of assets under management is charged.
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NY
09/03/2024 - Present
Pinnacle Associates, Ltd. (NEW YORK NY)
NY
11/19/2020 - 07/30/2024
MORGAN STANLEY (New York NY)
NY
05/26/2016 - 11/13/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (NEW YORK NY)
NY
02/06/2012 - 05/24/2016
COMMONWEALTH FINANCIAL NETWORK (NEW YORK NY)
NY
03/27/2008 - 12/01/2008
GOLDMAN, SACHS & CO. (NEW YORK NY)
NJ
06/26/2006 - 03/31/2008
MERCER ALLIED COMPANY, L.P. (PARSIPPANY NJ)
BC
Issued 08/10/2012
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 09/09/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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