Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amie? Claim Your ProfileAmie Elisabeth Lloyd is a financial advisor who has been in the industry since 1999. She is currently registered with Allstate Financial Advisors, LLC and is licensed in Arizona and California. Amie has experience providing financial advice to individuals and has specialized in working with individuals other than high-net-worth clients. Amie has held previous roles at VANGUARD MARKETING CORPORATION and is also the CFO of RATIO PROPERTY MANAGEMENT & CHIMERAS ASSET MANAGEMENT. Amie is also a Certified Financial Planner.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Third party advisory fees
1
2
AZ
03/10/2020 - Present
Allstate Financial Advisors, LLC (Fountain Hills AZ)
AZ
09/13/1999 - 02/24/2020
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BC
Issued 09/17/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/19/2010
Series 24 - General Securities Principal Examination
BC
Issued 06/20/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2009
Series 7 - General Securities Representative Examination
BC
Issued 09/10/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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