Penny Salamida is a registered investment advisor, based in Palm Desert, CA, with 25 years of industry experience.
Location
74150 Country Club Drive, Palm Desert, CA, 92260
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Penny works as a financial advisor at Cypress Wealth Services, LLC, dedicating full-time hours to financial planning and asset management. She also works as an independent insurance professional, spending minimal time on insurance sales, and is a nominated board member for Variety-The Children's Charity of the Desert, but spends no time on this activity.
Employment History
Current Registrations
M. S. Howells & CO.
M. S. Howells & CO.Broker
Cypress Wealth Services, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley Dw INC.Broker
Morgan Stanley
TD Waterhouse Investor Services, INC.
TD Waterhouse Investor Services, INC.Broker
Painewebber IncorporatedBroker
Prudential Securities IncorporatedBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.