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Amy Christina Perez-jackson

Alps Distributors, Inc.

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About Amy Christina Perez-jackson

Amy Christina Perez-jackson is a financial advisor with Alps Distributors, Inc. Amy is registered with FINRA and has been in the industry since February 10, 2001. Amy has a Series 7, Series 63, and Series 24 license. Amy is also registered in 53 states. Previously, Amy worked with Campbell Financial Services, LLC, Mercantile Investment Services, Inc., Mercantile Brokerage Services, Inc., Permel & Co., Inc., Mid Atlantic Capital Corporation, Morgan Stanley DW Inc. and Prudential Securities Incorporated.

Firm Information

Amy Perez-jackson is currently registered with Alps Distributors, Inc.. Alps Distributors, Inc. is a Corporation that was formed on July 1, 1985. It is registered in 53 states and is also approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

169

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Amy Perez-jackson’s Registration & Firm History

CO

06/19/2017 - Present

Alps Distributors, Inc. (DENVER CO)

MD

06/20/2007 - 03/24/2017

CAMPBELL FINANCIAL SERVICES, LLC (BALTIMORE MD)

MD

06/01/2004 - 05/21/2007

MERCANTILE INVESTMENT SERVICES, INC. (BALTIMORE MD)

MD

02/18/2005 - 05/08/2007

MERCANTILE BROKERAGE SERVICES, INC. (BALTIMORE MD)

MD

02/03/2004 - 06/08/2004

PEREMEL & CO., INC. (BALTIMORE MD)

PA

04/01/2002 - 02/27/2004

MID ATLANTIC CAPITAL CORPORATION (PITTSBURGH PA)

NY

02/12/2002 - 02/28/2002

MORGAN STANLEY DW INC. (PURCHASE NY)

NY

09/16/1998 - 02/09/2000

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

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Licenses & Designations

BC

Issued 10/28/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/12/2014

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/15/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Amy Christina Perez-jackson.
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