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Amy Lynn Szarenski

Investment adviser representative at First Command Advisory Services
18 yearsYears since first job or exam
1 stateRegistered in
$24.4B
21 yearsFirm in business

How is this counted?

Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

Experience

18 years since the first job or state securities exam on the SEC record. Counts all jobs listed.

  1. First Command Advisory Services, Inc.Aug 2024 to now
  2. First Command Insurance Services, Inc.Aug 2024 to now
  3. First Command Brokerage Services, Inc.Apr 2024 to now
  4. Rodan + Fields SkincareAug 2017 to now
  5. On Leave of Absence From Broward County Public SchoolsAug 2023 to Apr 2024
  6. Forest Hills Elementary School - Broward County Public SchoolsAug 2022 to Aug 2023
  7. Winston Park Elementary School - Broward County Public SchoolsAug 2018 to Aug 2022
  8. Westchester Elementary School - Broward County Public SchoolsOct 2017 to Aug 2018
  9. Unemployed During Move From Alabama to FloridsAug 2017 to Oct 2017
  10. Glenwood SchoolAug 2008 to Aug 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2024
  • Series 65 · Uniform Investment Adviser Law2024

State registrations

Registered as an investment adviser representative in 1 state (FL).

First Command Advisory Services

$24.4B
113,591Clients
1,028Advisers
21 yearsIn business

Official records

Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

7900200
281958
Advisor's SEC record (opens in a new tab)
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