Unclaimed
Andrew Zamfotis is a financial advisor with AMI Asset Management Corp. located in Los Angeles, CA. Andrew has been in the industry since 1997 and holds both a Series 7 and Series 63 license. Andrew is also a Chartered Financial Analyst. Andrew has experience working with clients such as high-net-worth individuals, corporations, and charitable organizations. Andrew is currently registered as an Investment Advisor Representative in California.
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.
Model based programs
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.
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CA
01/01/2025 - Present
AMI Asset Management Corp. (LOS ANGELES CA)
NY
09/16/2005 - 07/18/2006
ILLINGTON CAPITAL, INC. (NEW YORK NY)
NY
11/01/2003 - 11/11/2003
HARRIS NESBITT GERARD, INC. (NEW YORK NY)
IL
06/22/2000 - 11/01/2003
HARRIS NESBITT CORP. (CHICAGO IL)
NY
08/27/1997 - 05/05/2000
CIBC WORLD MARKETS CORP. (NEW YORK NY)
BC
Issued 03/06/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/26/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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