Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Penny? Claim Your ProfilePenny Elizabeth Salamida is an Investment Advisor Representative at Cypress Wealth Services, LLC. She is a registered representative of the firm and has been active in the industry since September 14, 2000. Penny is a veteran of the financial services industry, with experience at firms such as Morgan Stanley and TD Waterhouse Investor Services, Inc. Penny is dedicated to providing clients with personalized financial planning and asset management services. She is committed to helping clients achieve their financial goals through a comprehensive approach that addresses all aspects of their financial lives.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial 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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CA
07/18/2017 - Present
Cypress Wealth Services, LLC (PALM DESERT CA)
CA
12/16/2013 - 03/01/2021
PURSHE KAPLAN STERLING INVESTMENTS (PALM DESERT CA)
CA
06/01/2009 - 10/02/2013
MORGAN STANLEY (PALM DESERT CA)
CA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (PALM DESERT CA)
CA
09/13/2005 - 04/02/2007
MORGAN STANLEY DW INC. (PALM DESERT CA)
NE
10/07/2002 - 07/13/2005
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
NJ
02/03/2000 - 12/13/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
05/14/1998 - 12/06/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 06/06/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/06/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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