Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amee? Claim Your ProfileAmee Sue Wright is a registered investment advisor representative with LPL Financial LLC. Amee has been in the financial services industry since 2007. Amee holds the Series 6, 7, 63, and 65 securities licenses and the SIE exam. Amee is registered to provide investment advice in Arizona, California, Colorado, District of Columbia, Florida, Georgia, Maryland, Massachusetts, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, West Virginia, and Wisconsin. Amee previously worked for NYLIFE Securities LLC, Key Investment Services LLC, and NatCity Investments, Inc. Amee is affiliated with the LPL Financial LLC branch office located in Lakewood, NY. Amee specializes in working with individuals, businesses, pension plans, and charitable organizations.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NY
11/02/2023 - Present
LPL Financial LLC (SILVER CREEK NY)
PA
03/25/2019 - 10/30/2023
NYLIFE SECURITIES LLC (WARREN PA)
PA
09/21/2016 - 02/27/2019
KEY INVESTMENT SERVICES LLC (WARREN PA)
PA
09/08/2009 - 09/21/2016
LPL FINANCIAL LLC (ERIE PA)
PA
12/12/2006 - 09/08/2009
NATCITY INVESTMENTS, INC. (WARREN PA)
IA
Issued 07/23/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/18/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2012
Series 7 - General Securities Representative Examination
BC
Issued 12/11/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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