Unclaimed
Amy Kistulinec is a Registered Investment Advisor and has been in the industry since 1996. Amy has a Series 65 and a Series 7 license. Amy is also a Chartered Financial Analyst. Amy works at Cardinal Capital Management, LLC. Cardinal Capital Management, LLC is a registered investment advisor that specializes in portfolio management for businesses, individuals, investment companies, and pooled investment vehicles.
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
01/07/2008 - Present
Cardinal Capital Management, LLC (GREENWICH CT)
IA
Issued 08/29/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/25/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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