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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amie? Claim Your ProfileAmie Beth Parrish is an active investment advisor representative with Morgan Stanley. Amie Beth Parrish is registered with the state of California, as well as Alaska, Florida, Hawaii, Michigan, Nevada, New York, Oregon, Tennessee, Washington, and West Virginia. Amie Beth Parrish has been in the financial industry since January 30, 1993. Prior to joining Morgan Stanley, Amie Beth Parrish was associated with Wells Fargo Clearing Services, LLC, Wells Fargo Investments, LLC, and Wells Fargo Securities Inc. Amie Beth Parrish holds the Series 63, Series 65, Series 7, Series 9, Series 10, and Series 24 licenses. Amie Beth Parrish is also a registered Investment Advisor with the state of California. Amie Beth Parrish has experience working with various clients, including individuals, high net worth individuals, corporations, insurance companies, investment companies, charitable organizations, pension plans, and state or municipal government entities.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
01/05/2024 - Present
Morgan Stanley (Santa Barbara CA)
CA
01/03/2011 - 01/26/2024
WELLS FARGO CLEARING SERVICES, LLC (SAN LUIS OBISPO CA)
CA
09/23/2003 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (MONTECITO CA)
CA
05/02/2001 - 07/01/2003
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
05/06/1999 - 05/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
CA
05/14/1997 - 05/07/1999
SUTRO & CO. INCORPORATED (SAN FRANCISCO CA)
NY
11/04/1992 - 05/08/1997
SCHRODER WERTHEIM & CO. INCORPORATED (NEW YORK NY)
IA
Issued 12/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/06/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/27/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/09/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/03/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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