Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Ats is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Amy has been in the financial services industry since 1998 and is registered with FINRA and Series 7, 63 and SIE licenses. Amy is dedicated to providing personalized financial advice and investment management services to individuals, families, and businesses. Amy has experience working with a variety of clients, including high-net-worth individuals, families, corporations, and retirement plans.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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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2
NH
06/30/2022 - Present
Wells Fargo Advisors Financial Network, LLC (BEDFORD NH)
NH
05/01/2008 - 07/11/2022
UBS FINANCIAL SERVICES INC. (MANCHESTER NH)
NH
08/17/2000 - 05/20/2008
CITIGROUP GLOBAL MARKETS INC. (MANCHESTER NH)
RI
03/08/2000 - 04/26/2000
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
NY
05/08/1995 - 07/07/1997
QUICK & REILLY, INC. (NEW YORK NY)
BC
Issued 03/24/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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