Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amie? Claim Your ProfileAmie Jeanne Agamata is a financial advisor with over 10 years of experience in the industry. Amie is registered with LPL Financial LLC and holds Series 7, Series 66 and SIE licenses. Amie previously worked at Northwestern Mutual Investment Services, LLC. Amie provides a variety of financial services to individuals, businesses, and institutions. Amie's firm, LPL Financial LLC, has over 1.9 million client accounts and over $463 billion in assets under management.
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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CA
01/09/2023 - Present
LPL Financial LLC (SAN DIEGO CA)
CA
08/23/2013 - 01/31/2023
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SAN DIEGO CA)
BOTH
Issued 01/19/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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