Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Chris Amarante has been a registered representative for 24 years. Amy is a Registered Representative with LPL Financial LLC. Amy holds licenses in 52 states and two provinces of Canada. Amy's primary business is providing investment advisory services. Amy has a wide range of experience and expertise, and is committed to providing her clients with personalized financial advice. Amy's clients include individuals, families, businesses, 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.
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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2
NY
06/09/2021 - Present
LPL Financial LLC (BUFFALO NY)
NY
02/27/2007 - 06/09/2021
M&T SECURITIES, INC. (Buffalo NY)
DE
06/21/2011 - 10/07/2011
WILMINGTON BROKERAGE SERVICES COMPANY (WILMINGTON DE)
MD
05/14/1998 - 05/22/2006
M&T SECURITIES, INC. (BALTIMORE MD)
MD
02/03/2003 - 05/01/2003
ALLFIRST BROKERAGE CORPORATION (BALTIMORE MD)
BOTH
Issued 09/11/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/19/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/30/2009
Series 4 - Registered Options Principal Examination
BC
Issued 10/28/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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