Unclaimed
Victoria Amyot is a financial professional with over a decade of experience in the financial services industry. Victoria has a strong background in portfolio management and financial planning. Victoria is currently registered as an Investment Advisor Representative with First Manhattan Co. LLC. Victoria has a deep understanding of investment strategies and a commitment to helping clients achieve their financial goals. Victoria is a Certified Financial Planner and holds the Series 7, Series 66, and Series 24 licenses.
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.
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.
1
2
NY
02/16/2023 - Present
First Manhattan Co. LLC (NEW YORK NY)
NY
04/16/2019 - 10/17/2022
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Albany NY)
NY
01/04/2017 - 02/06/2019
M&T SECURITIES, INC. (ALBANY NY)
NY
07/28/2015 - 01/11/2017
LPL FINANCIAL LLC (ALBANY NY)
NY
04/02/2014 - 11/03/2014
PRINCOR FINANCIAL SERVICES CORPORATION (Latham NY)
NY
07/29/2010 - 04/01/2014
KEY INVESTMENT SERVICES LLC (SCHENECTADY NY)
IA
Issued 02/10/2017
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 12/03/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/30/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE Arca, Inc.
N
Nasdaq Stock Market
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