Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Amico is a financial advisor who has been in the industry since April 1990. She has a diverse background with experience at several firms including Santander Securities LLC, MetLife Investors Distribution Company, MetLife Securities Inc., New England Securities, Tower Square Securities, Inc., Walnut Street Securities, Inc., ALPS Distributors, Inc., MFS Fund Distributors, Inc., John Hancock Mutual Life Insurance Company, John Hancock Distributors, Inc., and Putnam Financial Services, Inc. Amy currently holds registrations with the State of South Carolina as both a Registered Representative and an Investment Advisor Representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Amy has a strong focus on providing financial advice to individuals, corporations, charitable organizations, pension plans, and insurance companies.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
SC
11/03/2020 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (HILTON HEAD ISLAND SC)
MA
09/21/2012 - 11/22/2017
SANTANDER SECURITIES LLC (DORCHESTER MA)
MA
05/12/2011 - 09/13/2012
METLIFE INVESTORS DISTRIBUTION COMPANY (BOSTON MA)
MA
05/12/2011 - 09/13/2012
METLIFE SECURITIES INC. (BOSTON MA)
MA
05/12/2011 - 09/13/2012
NEW ENGLAND SECURITIES (BOSTON MA)
MA
05/12/2011 - 09/13/2012
TOWER SQUARE SECURITIES, INC. (BOSTON MA)
MA
05/12/2011 - 09/13/2012
WALNUT STREET SECURITIES, INC. (BOSTON MA)
MA
02/20/2008 - 10/06/2010
ALPS DISTRIBUTORS, INC. (TEWKSBURY MA)
MA
06/19/2000 - 12/10/2007
MFS FUND DISTRIBUTORS, INC. (BOSTON MA)
MA
03/31/1986 - 12/13/1996
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
MA
03/31/1986 - 07/12/1993
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
NA
09/20/1984 - 08/09/1985
PUTNAM FINANCIAL SERVICES, INC.
BC
Issued 11/17/2008
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/20/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/23/2013
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/13/2010
Series 24 - General Securities Principal Examination
BC
Issued 07/21/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/2010
Series 7 - General Securities Representative Examination
BC
Issued 06/16/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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