Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Furgason is a financial advisor registered with Thrivent Investment Management Inc. Amy has been a financial advisor for over 10 years. Amy's registrations are active in Florida, Virginia, and several other states. Amy has Series 63, Series 66, Series 7, and SIE licenses. Amy specializes in working with individuals, businesses, and retirement planning clients.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
VA
06/09/2017 - Present
Thrivent Investment Management Inc. (CHANTILLY VA)
RI
11/03/2003 - 01/20/2006
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
RI
12/12/2001 - 11/04/2003
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BOTH
Issued 06/08/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/27/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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