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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amelia? Claim Your ProfileAmelia Christine Gaspary is a financial advisor at Steward Partners Investment Advisory, LLC. Amelia has over 20 years of experience in the financial services industry and is licensed to provide investment advice in Oregon and Texas. Her areas of expertise include financial planning, portfolio management for individuals and other businesses, and selection of other advisers. Amelia is committed to helping her clients achieve their financial goals, and she believes in building long-term relationships based on trust and transparency. Prior to joining Steward Partners, Amelia worked for Wells Fargo Advisors, LLC and Morgan Stanley DW Inc. Amelia holds the Series 7, 63, and 65 licenses and has passed the Securities Industry Essentials (SIE) Examination. She is also a registered Investment Advisor Representative in Oregon. Amelia currently resides in Lake Oswego, Oregon.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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.
A percentage of the total value of assets under management is charged.
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2
NY
01/31/2024 - Present
Steward Partners Investment Advisory, LLC (NEW YORK NY)
OR
03/04/2015 - 11/10/2022
WELLS FARGO CLEARING SERVICES, LLC (PORTLAND OR)
OR
01/03/2011 - 05/07/2013
WELLS FARGO ADVISORS, LLC (PORTLAND OR)
OR
08/17/2004 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (PORTLAND OR)
NY
06/21/2002 - 07/02/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 12/23/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/11/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/20/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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