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Robert V

Series 63

Johnstown, PA

Ameriprise

Robert Vamos is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 63 designation and over 34 years of industry experience. His prior roles include ten years at LPL Financial LLC and ongoing engagement with Ameriserv Financial Bank. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with tax-aware withdrawal strategies and dependable income sources.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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David F

Series 63, Series 66

Johnstown, PA

Ameriprise

David Finui is a financial advisor with Ameriprise Financial Services who holds Series 63 and Series 66 designations and has 23 years of industry experience. His prior roles include positions at LPL Financial and AmeriServ Trust & Financial Services Company. He serves as President of AmeriServ Financial Bank d/b/a AmeriServ Wealth and Capital Management. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement-income planning advice through a written Recommendation Report and ongoing guidance, utilizing proprietary research and algorithmic tools within a defined investment framework.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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